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 | $42,830 | $70,428-39.2% | $96,562-55.6% | $85,850-50.1% |
| Participation rate | 38.5% | 61.8%-23.3pp | 69.8%-31.4pp | 69.3%-30.9pp |
| Annual return | 23.38% | 18.59%+4.8pp | 37.78%-14.4pp | 318.53%-295.1pp |
| Employer contribution / active EE | $726 | $1,413-48.6% | $2,356-69.2% | $2,565-71.7% |
| Participant deferral / active EE | $1,451 | $2,894-49.8% | $3,849-62.3% | $3,952-63.3% |
| Admin fee / account holder | $185 | $4,997-96.3% | $6,181-97.0% | $6,260-97.0% |