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 | $27,042 | $95,561-71.7% | $77,163-65.0% | $139,434-80.6% |
| Participation rate | 25.0% | 73.9%-48.9pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 19.40% | 54.92%-35.5pp | 37.87%-18.5pp | 372.94%-353.5pp |
| Employer contribution / active EE | $751 | $3,147-76.1% | $2,535-70.4% | $4,751-84.2% |
| Participant deferral / active EE | $1,688 | $4,624-63.5% | $3,833-56.0% | $6,710-74.9% |
| Admin fee / account holder | $279 | $8,295-96.6% | $5,472-94.9% | $11,403-97.6% |