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 | $37,819 | $81,632-53.7% | $70,449-46.3% | $158,922-76.2% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.1%-50.1pp | 82.0%-57.0pp |
| Annual return | 19.01% | 208.40%-189.4pp | 109.03%-90.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $906 | $3,217-71.8% | $2,737-66.9% | $4,761-81.0% |
| Participant deferral / active EE | $1,128 | $4,554-75.2% | $3,709-69.6% | $5,982-81.1% |
| Admin fee / account holder | $15 | $6,193-99.8% | $3,845-99.6% | $11,246-99.9% |