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 | $32,913 | $84,233-60.9% | $170,442-80.7% | $70,131-53.1% |
| Participation rate | 52.5% | 70.8%-18.3pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $491 | $3,387-85.5% | $5,433-91.0% | $2,342-79.0% |
| Participant deferral / active EE | $1,384 | $3,086-55.2% | $4,939-72.0% | $3,332-58.5% |
| Admin fee / account holder | $225 | $5,698-96.0% | $13,880-98.4% | $4,645-95.2% |