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 | $42,835 | $106,890-59.9% | $84,015-49.0% | $152,861-72.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 25.02% | 104.99%-80.0pp | 71.31%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $734 | $2,734-73.2% | $1,983-63.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,957 | $4,011-26.3% | $3,239-8.7% | $5,850-49.5% |
| Admin fee / account holder | $60 | $8,285-99.3% | $6,101-99.0% | $11,596-99.5% |