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 | $27,815 | $63,299-56.1% | $91,001-69.4% | $62,292-55.3% |
| Participation rate | 48.0% | 73.3%-25.3pp | 75.6%-27.6pp | 69.5%-21.5pp |
| Annual return | 18.04% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $690 | $1,807-61.8% | $2,456-71.9% | $2,042-66.2% |
| Participant deferral / active EE | $1,491 | $2,943-49.3% | $3,547-58.0% | $3,169-52.9% |
| Admin fee / account holder | $90 | $468-80.8% | $5,417-98.3% | $479-81.3% |