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 | $36,047 | $85,766-58.0% | $136,294-73.6% | $70,131-48.6% |
| Participation rate | 69.8% | 74.2%-4.4pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 16.75% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,364 | $2,966-54.0% | $4,695-71.0% | $2,342-41.8% |
| Participant deferral / active EE | $2,939 | $5,051-41.8% | $6,247-53.0% | $3,332-11.8% |
| Admin fee / account holder | $170 | $5,420-96.9% | $9,243-98.2% | $4,645-96.3% |