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 | $13,905 | $101,069-86.2% | $81,478-82.9% | $147,584-90.6% |
| Participation rate | 42.1% | 74.5%-32.3pp | 68.0%-25.9pp | 82.8%-40.7pp |
| Annual return | 16.09% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $681 | $3,205-78.8% | $2,568-73.5% | $4,876-86.0% |
| Participant deferral / active EE | $873 | $4,242-79.4% | $3,537-75.3% | $5,439-83.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |