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 | $26,337 | $76,000-65.3% | $154,107-82.9% | $64,186-59.0% |
| Participation rate | 41.9% | 70.4%-28.6pp | 83.0%-41.2pp | 69.6%-27.7pp |
| Annual return | 4.64% | 30.32%-25.7pp | 735.12%-730.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $640 | $3,351-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $1,273 | $3,175-59.9% | $5,081-74.9% | $3,470-63.3% |
| Admin fee / account holder | $136 | $5,596-97.6% | $13,411-99.0% | $4,888-97.2% |