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 | $28,887 | $46,732-38.2% | $156,549-81.5% | $55,167-47.6% |
| Participation rate | 50.5% | 65.8%-15.3pp | 84.0%-33.5pp | 69.0%-18.5pp |
| Annual return | 6.85% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $334 | $2,105-84.1% | $5,501-93.9% | $1,963-83.0% |
| Participant deferral / active EE | $954 | $2,204-56.7% | $4,871-80.4% | $3,054-68.8% |
| Admin fee / account holder | $207 | $418-50.5% | $13,027-98.4% | $504-58.9% |