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 | $38,683 | $97,125-60.2% | $86,233-55.1% | $137,256-71.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 32.92% | 74.19%-41.3pp | 61.39%-28.5pp | 220.34%-187.4pp |
| Employer contribution / active EE | $592 | $2,841-79.2% | $2,504-76.4% | $4,156-85.8% |
| Participant deferral / active EE | $3,392 | $5,180-34.5% | $4,559-25.6% | $6,407-47.0% |
| Admin fee / account holder | $13 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |