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 | $56,279 | $108,172-48.0% | $77,482-27.4% | $158,922-64.6% |
| Participation rate | 42.1% | 64.4%-22.3pp | 54.2%-12.1pp | 82.0%-39.9pp |
| Annual return | 16.19% | 31.67%-15.5pp | 54.79%-38.6pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,048 | $1,325-20.9% | $986+6.2% | $4,761-78.0% |
| Participant deferral / active EE | $1,970 | $2,456-19.8% | $1,861+5.8% | $5,982-67.1% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |