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 | $100,773-61.6% | $88,946-56.5% | $142,382-72.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 32.92% | 70.18%-37.3pp | 57.82%-24.9pp | 217.08%-184.2pp |
| Employer contribution / active EE | $592 | $2,918-79.7% | $2,555-76.8% | $4,299-86.2% |
| Participant deferral / active EE | $3,392 | $5,230-35.1% | $4,581-26.0% | $6,507-47.9% |
| Admin fee / account holder | $13 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |