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 | $28,407 | $45,035-36.9% | $62,995-54.9% | $70,131-59.5% |
| Participation rate | 38.2% | 69.5%-31.3pp | 74.8%-36.6pp | 69.5%-31.3pp |
| Annual return | 19.05% | 18.76%+0.3pp | 87.57%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $772 | $2,051-62.3% | $2,759-72.0% | $2,342-67.0% |
| Participant deferral / active EE | $1,261 | $2,465-48.9% | $3,329-62.1% | $3,332-62.2% |
| Admin fee / account holder | $158 | $2,834-94.4% | $3,600-95.6% | $4,645-96.6% |