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 | $26,922 | $34,308-21.5% | $74,701-64.0% | $72,985-63.1% |
| Participation rate | 43.3% | 42.4%+0.9pp | 54.5%-11.1pp | 69.5%-26.2pp |
| Annual return | 24.42% | 26.58%-2.2pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $439 | $692-36.5% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,625 | $1,271+27.8% | $1,964-17.2% | $3,607-55.0% |
| Admin fee / account holder | $204 | $2,124-90.4% | $3,333-93.9% | $5,124-96.0% |