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 | $31,992 | $117,381-72.7% | $99,443-67.8% | $152,861-79.1% |
| Participation rate | 29.4% | 77.5%-48.1pp | 73.8%-44.4pp | 82.4%-53.0pp |
| Annual return | 30.58% | 31.87%-1.3pp | 30.72%-0.1pp | 345.32%-314.7pp |
| Employer contribution / active EE | $835 | $3,013-72.3% | $2,540-67.1% | $4,762-82.5% |
| Participant deferral / active EE | $1,607 | $4,086-60.7% | $3,619-55.6% | $5,850-72.5% |
| Admin fee / account holder | $191 | $7,631-97.5% | $6,250-97.0% | $11,596-98.4% |