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 | $40,551 | $65,395-38.0% | $182,532-77.8% | $72,985-44.4% |
| Participation rate | 44.1% | 65.4%-21.3pp | 78.0%-33.9pp | 69.5%-25.4pp |
| Annual return | 28.38% | 27.68%+0.7pp | 148.54%-120.2pp | 81.00%-52.6pp |
| Employer contribution / active EE | $751 | $1,911-60.7% | $4,076-81.6% | $2,440-69.2% |
| Participant deferral / active EE | $1,265 | $3,563-64.5% | $5,524-77.1% | $3,607-64.9% |
| Admin fee / account holder | $98 | $4,245-97.7% | $8,592-98.9% | $5,124-98.1% |