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 | $28,033 | $103,376-72.9% | $87,100-67.8% | $152,861-81.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 23.09% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $817 | $3,220-74.6% | $2,521-67.6% | $4,762-82.8% |
| Participant deferral / active EE | $2,304 | $4,778-51.8% | $4,049-43.1% | $5,850-60.6% |
| Admin fee / account holder | $6 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |