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 | $19,705 | $113,339-82.6% | $94,993-79.3% | $147,584-86.6% |
| Participation rate | 30.4% | 78.0%-47.5pp | 73.9%-43.4pp | 82.8%-52.4pp |
| Annual return | 10.97% | 20.77%-9.8pp | 27.12%-16.2pp | 578.55%-567.6pp |
| Employer contribution / active EE | $273 | $3,160-91.3% | $2,603-89.5% | $4,876-94.4% |
| Participant deferral / active EE | $2,003 | $3,777-47.0% | $3,317-39.6% | $5,439-63.2% |
| Admin fee / account holder | $13 | $6,063-99.8% | $4,960-99.7% | $10,885-99.9% |