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 | $34,431 | $96,635-64.4% | $86,612-60.2% | $139,434-75.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.47% | 106.41%-88.9pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $684 | $3,263-79.0% | $3,022-77.4% | $4,751-85.6% |
| Participant deferral / active EE | $1,735 | $4,836-64.1% | $4,438-60.9% | $6,710-74.1% |
| Admin fee / account holder | $200 | $6,408-96.9% | $5,614-96.4% | $11,403-98.2% |