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 | $25,508 | $176,377-85.5% | $134,143-81.0% | $158,922-83.9% |
| Participation rate | 40.0% | 78.7%-38.7pp | 72.2%-32.2pp | 82.0%-42.0pp |
| Annual return | 12.95% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $51 | $5,040-99.0% | $3,704-98.6% | $4,761-98.9% |
| Participant deferral / active EE | $513 | $4,091-87.5% | $3,499-85.3% | $5,982-91.4% |
| Admin fee / account holder | $257 | $8,718-97.1% | $6,684-96.2% | $11,246-97.7% |