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 | $26,330 | $99,652-73.6% | $78,778-66.6% | $147,584-82.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | 10.00% | 47.28%-37.3pp | 35.62%-25.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $551 | $2,796-80.3% | $1,986-72.3% | $4,876-88.7% |
| Participant deferral / active EE | $768 | $3,664-79.0% | $2,958-74.1% | $5,439-85.9% |
| Admin fee / account holder | $64 | $7,155-99.1% | $5,134-98.8% | $10,885-99.4% |