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 | $57,529 | $104,251-44.8% | $91,001-36.8% | $147,584-61.0% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 14.75% | 27.06%-12.3pp | 4.60%+10.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $938 | $3,116-69.9% | $2,456-61.8% | $4,876-80.8% |
| Participant deferral / active EE | $3,028 | $4,195-27.8% | $3,547-14.6% | $5,439-44.3% |
| Admin fee / account holder | $220 | $8,948-97.5% | $5,417-95.9% | $10,885-98.0% |