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 | $93,097 | $106,515-12.6% | $96,683-3.7% | $139,434-33.2% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 18.35% | 38.43%-20.1pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $862 | $4,103-79.0% | $3,737-76.9% | $4,751-81.9% |
| Participant deferral / active EE | $1,929 | $5,454-64.6% | $4,878-60.5% | $6,710-71.3% |
| Admin fee / account holder | $30 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |