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 | $23,982 | $90,600-73.5% | $79,464-69.8% | $135,375-82.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | 8.43% | 977.43%-969.0pp | 718.14%-709.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $685 | $3,068-77.7% | $2,800-75.5% | $4,779-85.7% |
| Participant deferral / active EE | $1,370 | $4,050-66.2% | $3,704-63.0% | $5,609-75.6% |
| Admin fee / account holder | $24 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |