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 | $33,774 | $80,753-58.2% | $136,294-75.2% | $62,292-45.8% |
| Participation rate | 59.6% | 73.5%-13.9pp | 81.9%-22.3pp | 69.5%-9.9pp |
| Annual return | 18.20% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,267 | $2,884-56.1% | $4,695-73.0% | $2,042-38.0% |
| Participant deferral / active EE | $3,780 | $5,164-26.8% | $6,247-39.5% | $3,169+19.3% |
| Admin fee / account holder | $149 | $525-71.6% | $9,243-98.4% | $479-68.9% |