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 | $32,843 | $76,367-57.0% | $93,606-64.9% | $72,985-55.0% |
| Participation rate | 40.4% | 71.7%-31.3pp | 75.8%-35.4pp | 69.5%-29.1pp |
| Annual return | 21.04% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $901 | $2,275-60.4% | $2,718-66.9% | $2,440-63.1% |
| Participant deferral / active EE | $1,739 | $3,538-50.9% | $4,069-57.3% | $3,607-51.8% |
| Admin fee / account holder | $242 | $6,838-96.5% | $7,888-96.9% | $5,124-95.3% |