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 | $57,072 | $86,944-34.4% | $107,525-46.9% | $74,304-23.2% |
| Participation rate | 40.5% | 59.6%-19.1pp | 75.1%-34.6pp | 60.3%-19.9pp |
| Annual return | 20.07% | 23.52%-3.5pp | 181.32%-161.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $781 | $2,757-71.7% | $3,754-79.2% | $2,241-65.2% |
| Participant deferral / active EE | $2,646 | $3,554-25.5% | $5,116-48.3% | $3,767-29.8% |
| Admin fee / account holder | $10 | $3,727-99.7% | $8,919-99.9% | $2,969-99.7% |