See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,581 | $77,634-76.1% | $156,549-88.1% | $62,891-70.5% |
| Participation rate | 43.6% | 71.2%-27.6pp | 84.0%-40.4pp | 69.3%-25.7pp |
| Annual return | 14.63% | 50.32%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $693 | $3,444-79.9% | $5,501-87.4% | $2,281-69.6% |
| Participant deferral / active EE | $2,370 | $3,045-22.2% | $4,871-51.3% | $3,203-26.0% |
| Admin fee / account holder | $98 | $5,561-98.2% | $13,027-99.2% | $4,296-97.7% |