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 | $16,413 | $102,966-84.1% | $90,281-81.8% | $152,861-89.3% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 27.41% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $849 | $3,139-73.0% | $2,854-70.3% | $4,762-82.2% |
| Participant deferral / active EE | $1,419 | $4,281-66.9% | $3,885-63.5% | $5,850-75.7% |
| Admin fee / account holder | $274 | $6,171-95.6% | $5,351-94.9% | $11,596-97.6% |