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 | $24,050 | $142,405-83.1% | $115,157-79.1% | $152,861-84.3% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.4%-19.9pp |
| Annual return | 18.71% | 41.48%-22.8pp | 35.60%-16.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $944 | $4,010-76.5% | $3,179-70.3% | $4,762-80.2% |
| Participant deferral / active EE | $2,019 | $5,164-60.9% | $4,168-51.6% | $5,850-65.5% |
| Admin fee / account holder | $180 | $8,462-97.9% | $7,088-97.5% | $11,596-98.4% |