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 | $23,007 | $158,817-85.5% | $121,196-81.0% | $135,375-83.0% |
| Participation rate | 7.1% | 79.3%-72.2pp | 71.7%-64.6pp | 82.6%-75.5pp |
| Annual return | 1.86% | -0.64%+2.5pp | 16.93%-15.1pp | 519.73%-517.9pp |
| Employer contribution / active EE | $150 | $5,665-97.4% | $4,022-96.3% | $4,779-96.9% |
| Participant deferral / active EE | $188 | $4,005-95.3% | $3,344-94.4% | $5,609-96.7% |
| Admin fee / account holder | $12 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |