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 | $36,929 | $48,076-23.2% | $78,689-53.1% | $62,891-41.3% |
| Participation rate | 29.9% | 65.2%-35.3pp | 73.6%-43.7pp | 69.3%-39.4pp |
| Annual return | 8.11% | 31.35%-23.2pp | 62.18%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $746 | $2,015-63.0% | $2,851-73.8% | $2,281-67.3% |
| Participant deferral / active EE | $984 | $2,588-62.0% | $3,517-72.0% | $3,203-69.3% |
| Admin fee / account holder | $236 | $3,207-92.6% | $4,510-94.8% | $4,296-94.5% |