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 | $22,015 | $48,230-54.4% | $67,502-67.4% | $80,856-72.8% |
| Participation rate | 54.9% | 66.4%-11.4pp | 72.9%-17.9pp | 67.6%-12.7pp |
| Annual return | 15.51% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $431 | $2,020-78.7% | $2,731-84.2% | $2,755-84.4% |
| Participant deferral / active EE | $1,014 | $2,924-65.3% | $4,000-74.6% | $4,296-76.4% |
| Admin fee / account holder | $250 | $3,681-93.2% | $3,998-93.8% | $6,918-96.4% |