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 | $26,186 | $53,822-51.3% | $75,696-65.4% | $85,850-69.5% |
| Participation rate | 48.0% | 69.1%-21.1pp | 74.8%-26.8pp | 69.3%-21.3pp |
| Annual return | 25.12% | 24.54%+0.6pp | 104.53%-79.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $979 | $2,017-51.5% | $2,743-64.3% | $2,565-61.8% |
| Participant deferral / active EE | $1,634 | $2,895-43.5% | $3,821-57.2% | $3,952-58.6% |
| Admin fee / account holder | $48 | $3,343-98.6% | $3,619-98.7% | $6,260-99.2% |