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 | $29,411 | $112,881-73.9% | $90,951-67.7% | $158,922-81.5% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 23.50% | 215.79%-192.3pp | 134.60%-111.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $576 | $2,893-80.1% | $2,122-72.8% | $4,761-87.9% |
| Participant deferral / active EE | $1,166 | $4,128-71.8% | $3,373-65.4% | $5,982-80.5% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |