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 | $36,770 | $58,512-37.2% | $84,015-56.2% | $72,985-49.6% |
| Participation rate | 22.2% | 61.2%-39.0pp | 69.0%-46.8pp | 69.5%-47.3pp |
| Annual return | 20.98% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $327 | $1,163-71.9% | $1,983-83.5% | $2,440-86.6% |
| Participant deferral / active EE | $1,168 | $2,394-51.2% | $3,239-63.9% | $3,607-67.6% |
| Admin fee / account holder | $238 | $4,569-94.8% | $6,101-96.1% | $5,124-95.3% |