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 | $43,444 | $54,705-20.6% | $71,209-39.0% | $84,808-48.8% |
| Participation rate | 46.2% | 64.1%-17.9pp | 73.8%-27.6pp | 68.3%-22.2pp |
| Annual return | 17.11% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $828 | $2,158-61.6% | $2,721-69.6% | $2,631-68.5% |
| Participant deferral / active EE | $1,938 | $3,030-36.0% | $4,175-53.6% | $4,212-54.0% |
| Admin fee / account holder | $24 | $4,863-99.5% | $5,349-99.6% | $7,344-99.7% |