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 | $16,625 | $85,202-80.5% | $172,739-90.4% | $72,985-77.2% |
| Participation rate | 54.7% | 70.1%-15.4pp | 82.6%-28.0pp | 69.5%-14.8pp |
| Annual return | 22.00% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $527 | $3,324-84.1% | $5,143-89.7% | $2,440-78.4% |
| Participant deferral / active EE | $1,041 | $3,260-68.1% | $5,198-80.0% | $3,607-71.2% |
| Admin fee / account holder | $220 | $5,884-96.3% | $13,954-98.4% | $5,124-95.7% |