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 | $37,751 | $52,279-27.8% | $89,391-57.8% | $79,858-52.7% |
| Participation rate | 28.9% | 57.5%-28.6pp | 68.0%-39.1pp | 69.6%-40.7pp |
| Annual return | 20.69% | 22.16%-1.5pp | 245.62%-224.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $703 | $1,572-55.3% | $2,586-72.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,828 | $2,740-33.3% | $3,890-53.0% | $3,740-51.1% |
| Admin fee / account holder | $129 | $3,356-96.1% | $4,881-97.4% | $5,306-97.6% |