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 | $52,039 | $63,861-18.5% | $104,607-50.3% | $79,858-34.8% |
| Participation rate | 21.6% | 64.9%-43.3pp | 74.1%-52.5pp | 69.6%-48.0pp |
| Annual return | 23.00% | 21.30%+1.7pp | 340.46%-317.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $342 | $1,588-78.5% | $2,681-87.3% | $2,471-86.2% |
| Participant deferral / active EE | $2,085 | $2,693-22.6% | $3,740-44.2% | $3,740-44.2% |
| Admin fee / account holder | $68 | $4,185-98.4% | $6,473-99.0% | $5,306-98.7% |