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 | $19,029 | $105,998-82.0% | $92,233-79.4% | $147,584-87.1% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 23.19% | 50.05%-26.9pp | 176.28%-153.1pp | 578.55%-555.4pp |
| Employer contribution / active EE | $933 | $4,333-78.5% | $3,679-74.6% | $4,876-80.9% |
| Participant deferral / active EE | $2,879 | $4,478-35.7% | $3,897-26.1% | $5,439-47.1% |
| Admin fee / account holder | $212 | $6,332-96.7% | $5,194-95.9% | $10,885-98.1% |