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 | $21,061 | $106,890-80.3% | $84,015-74.9% | $152,861-86.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 28.38% | 104.99%-76.6pp | 71.31%-42.9pp | 345.32%-316.9pp |
| Employer contribution / active EE | $841 | $2,734-69.3% | $1,983-57.6% | $4,762-82.3% |
| Participant deferral / active EE | $1,332 | $4,011-66.8% | $3,239-58.9% | $5,850-77.2% |
| Admin fee / account holder | $147 | $8,285-98.2% | $6,101-97.6% | $11,596-98.7% |