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 | $13,393 | $104,907-87.2% | $84,611-84.2% | $152,861-91.2% |
| Participation rate | 58.8% | 74.8%-16.0pp | 68.2%-9.4pp | 82.4%-23.6pp |
| Annual return | 26.62% | 373.79%-347.2pp | 258.74%-232.1pp | 345.32%-318.7pp |
| Employer contribution / active EE | $770 | $3,302-76.7% | $2,652-70.9% | $4,762-83.8% |
| Participant deferral / active EE | $1,198 | $4,688-74.4% | $3,899-69.3% | $5,850-79.5% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |