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 | $22,577 | $101,069-77.7% | $81,478-72.3% | $147,584-84.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 26.10% | 32.40%-6.3pp | 38.78%-12.7pp | 578.55%-552.4pp |
| Employer contribution / active EE | $876 | $3,205-72.7% | $2,568-65.9% | $4,876-82.0% |
| Participant deferral / active EE | $1,048 | $4,242-75.3% | $3,537-70.4% | $5,439-80.7% |
| Admin fee / account holder | $277 | $5,812-95.2% | $4,561-93.9% | $10,885-97.5% |