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 | $40,876 | $57,828-29.3% | $117,039-65.1% | $70,131-41.7% |
| Participation rate | 29.3% | 67.1%-37.8pp | 77.2%-47.9pp | 69.5%-40.3pp |
| Annual return | 23.05% | 17.55%+5.5pp | 18.95%+4.1pp | 73.14%-50.1pp |
| Employer contribution / active EE | $714 | $1,816-60.7% | $3,785-81.1% | $2,342-69.5% |
| Participant deferral / active EE | $1,480 | $2,438-39.3% | $3,929-62.3% | $3,332-55.6% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |