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 | $30,170 | $105,859-71.5% | $90,160-66.5% | $147,584-79.6% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 53.20% | 37.63%+15.6pp | 34.88%+18.3pp | 578.55%-525.4pp |
| Employer contribution / active EE | $492 | $4,126-88.1% | $3,318-85.2% | $4,876-89.9% |
| Participant deferral / active EE | $4,917 | $5,733-14.2% | $5,288-7.0% | $5,439-9.6% |
| Admin fee / account holder | $75 | $8,046-99.1% | $5,943-98.7% | $10,885-99.3% |