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 | $19,506 | $54,762-64.4% | $90,281-78.4% | $72,985-73.3% |
| Participation rate | 47.8% | 65.1%-17.3pp | 73.3%-25.4pp | 69.5%-21.7pp |
| Annual return | 48.92% | 30.63%+18.3pp | 78.10%-29.2pp | 81.00%-32.1pp |
| Employer contribution / active EE | $438 | $2,092-79.0% | $2,854-84.6% | $2,440-82.0% |
| Participant deferral / active EE | $1,162 | $2,887-59.8% | $3,885-70.1% | $3,607-67.8% |
| Admin fee / account holder | $62 | $3,972-98.4% | $5,351-98.8% | $5,124-98.8% |