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 | $48,888 | $88,707-44.9% | $74,183-34.1% | $273,961-82.2% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.6%-20.4pp | 83.0%-26.8pp |
| Annual return | 30.64% | 11.94%+18.7pp | 17.74%+12.9pp | 41.45%-10.8pp |
| Employer contribution / active EE | $736 | $3,159-76.7% | $2,370-69.0% | $4,869-84.9% |
| Participant deferral / active EE | $1,305 | $4,212-69.0% | $3,550-63.2% | $5,287-75.3% |
| Admin fee / account holder | $114 | $8,717-98.7% | $5,586-98.0% | $10,132-98.9% |