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 | $13,193 | $31,679-58.4% | $74,701-82.3% | $65,185-79.8% |
| Participation rate | 54.1% | 40.4%+13.8pp | 54.5%-0.3pp | 70.2%-16.1pp |
| Annual return | 29.58% | 39.04%-9.5pp | 752.92%-723.3pp | 29.38%+0.2pp |
| Employer contribution / active EE | $808 | $566+42.8% | $1,084-25.4% | $2,177-62.9% |
| Participant deferral / active EE | $1,584 | $1,191+33.0% | $1,964-19.3% | $3,514-54.9% |
| Admin fee / account holder | $168 | $379-55.6% | $3,333-95.0% | $847-80.2% |