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 | $35,509 | $105,998-66.5% | $92,233-61.5% | $147,584-75.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 26.39% | 50.05%-23.7pp | 176.28%-149.9pp | 578.55%-552.2pp |
| Employer contribution / active EE | $902 | $4,333-79.2% | $3,679-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $4,382 | $4,478-2.1% | $3,897+12.4% | $5,439-19.4% |
| Admin fee / account holder | $122 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |