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 | $41,378 | $69,207-40.2% | $64,056-35.4% | $139,434-70.3% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 15.83% | 45.88%-30.1pp | 33.69%-17.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $678 | $3,182-78.7% | $2,747-75.3% | $4,751-85.7% |
| Participant deferral / active EE | $1,412 | $4,682-69.8% | $3,880-63.6% | $6,710-79.0% |
| Admin fee / account holder | $15 | $4,244-99.6% | $3,068-99.5% | $11,403-99.9% |