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 | $29,862 | $58,512-49.0% | $84,015-64.5% | $72,985-59.1% |
| Participation rate | 65.5% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-4.0pp |
| Annual return | 20.32% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $331 | $1,163-71.5% | $1,983-83.3% | $2,440-86.4% |
| Participant deferral / active EE | $1,279 | $2,394-46.6% | $3,239-60.5% | $3,607-64.6% |
| Admin fee / account holder | $118 | $4,569-97.4% | $6,101-98.1% | $5,124-97.7% |