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 | $24,229 | $37,426-35.3% | $77,482-68.7% | $79,858-69.7% |
| Participation rate | 29.2% | 41.5%-12.3pp | 54.2%-25.0pp | 69.6%-40.4pp |
| Annual return | 17.61% | 39.70%-22.1pp | 54.79%-37.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $102 | $637-84.0% | $986-89.7% | $2,471-95.9% |
| Participant deferral / active EE | $607 | $1,260-51.8% | $1,861-67.4% | $3,740-83.8% |
| Admin fee / account holder | $182 | $2,504-92.7% | $2,858-93.6% | $5,306-96.6% |