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 | $23,866 | $46,869-49.1% | $122,332-80.5% | $70,131-66.0% |
| Participation rate | 30.9% | 58.2%-27.3pp | 71.6%-40.8pp | 69.5%-38.7pp |
| Annual return | 20.10% | 24.22%-4.1pp | 30.27%-10.2pp | 73.14%-53.0pp |
| Employer contribution / active EE | $648 | $1,288-49.7% | $4,050-84.0% | $2,342-72.3% |
| Participant deferral / active EE | $1,050 | $2,166-51.6% | $3,287-68.1% | $3,332-68.5% |
| Admin fee / account holder | $21 | $3,322-99.4% | $5,478-99.6% | $4,645-99.6% |