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 | $53,206 | $118,849-55.2% | $96,562-44.9% | $167,490-68.2% |
| Participation rate | 52.4% | 75.5%-23.1pp | 69.8%-17.4pp | 82.1%-29.7pp |
| Annual return | 27.23% | 50.49%-23.3pp | 37.78%-10.6pp | 478.56%-451.3pp |
| Employer contribution / active EE | $738 | $3,120-76.3% | $2,356-68.7% | $4,837-84.7% |
| Participant deferral / active EE | $1,328 | $4,616-71.2% | $3,849-65.5% | $6,341-79.1% |
| Admin fee / account holder | $30 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |