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 | $44,655 | $114,381-61.0% | $107,525-58.5% | $142,382-68.6% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.1%-29.2pp | 80.1%-34.3pp |
| Annual return | 19.40% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $973 | $4,015-75.8% | $3,754-74.1% | $4,299-77.4% |
| Participant deferral / active EE | $3,838 | $5,564-31.0% | $5,116-25.0% | $6,507-41.0% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |