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 | $14,980 | $77,634-80.7% | $156,549-90.4% | $62,891-76.2% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 8.35% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $735 | $3,444-78.7% | $5,501-86.6% | $2,281-67.8% |
| Participant deferral / active EE | $996 | $3,045-67.3% | $4,871-79.6% | $3,203-68.9% |
| Admin fee / account holder | $189 | $5,561-96.6% | $13,027-98.5% | $4,296-95.6% |