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 | $32,272 | $48,364-33.3% | $71,796-55.0% | $62,891-48.7% |
| Participation rate | 48.1% | 60.6%-12.5pp | 69.1%-21.0pp | 69.3%-21.2pp |
| Annual return | 17.57% | 13.16%+4.4pp | 78.04%-60.5pp | 20.14%-2.6pp |
| Employer contribution / active EE | $666 | $1,042-36.1% | $1,924-65.4% | $2,281-70.8% |
| Participant deferral / active EE | $1,014 | $2,091-51.5% | $2,794-63.7% | $3,203-68.3% |
| Admin fee / account holder | $6 | $3,771-99.8% | $4,815-99.9% | $4,296-99.9% |