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 | $77,837 | $99,652-21.9% | $78,778-1.2% | $147,584-47.3% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 17.52% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $354 | $2,796-87.4% | $1,986-82.2% | $4,876-92.7% |
| Participant deferral / active EE | $2,617 | $3,664-28.6% | $2,958-11.6% | $5,439-51.9% |
| Admin fee / account holder | $159 | $7,155-97.8% | $5,134-96.9% | $10,885-98.5% |