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 | $41,591 | $101,069-58.8% | $81,478-49.0% | $147,584-71.8% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 11.38% | 32.40%-21.0pp | 38.78%-27.4pp | 578.55%-567.2pp |
| Employer contribution / active EE | $702 | $3,205-78.1% | $2,568-72.6% | $4,876-85.6% |
| Participant deferral / active EE | $1,428 | $4,242-66.3% | $3,537-59.6% | $5,439-73.7% |
| Admin fee / account holder | $79 | $5,812-98.6% | $4,561-98.3% | $10,885-99.3% |