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 | $41,063 | $102,966-60.1% | $90,281-54.5% | $152,861-73.1% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 15.08% | 95.16%-80.1pp | 78.10%-63.0pp | 345.32%-330.2pp |
| Employer contribution / active EE | $540 | $3,139-82.8% | $2,854-81.1% | $4,762-88.7% |
| Participant deferral / active EE | $2,951 | $4,281-31.1% | $3,885-24.0% | $5,850-49.6% |
| Admin fee / account holder | $63 | $6,171-99.0% | $5,351-98.8% | $11,596-99.5% |