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 | $15,273 | $53,127-71.3% | $86,590-82.4% | $70,131-78.2% |
| Participation rate | 54.5% | 65.3%-10.8pp | 73.5%-19.0pp | 69.5%-15.0pp |
| Annual return | 13.90% | 27.66%-13.8pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $398 | $2,068-80.8% | $2,839-86.0% | $2,342-83.0% |
| Participant deferral / active EE | $951 | $2,696-64.7% | $3,609-73.6% | $3,332-71.5% |
| Admin fee / account holder | $36 | $3,585-99.0% | $4,906-99.3% | $4,645-99.2% |