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 | $19,164 | $69,207-72.3% | $64,056-70.1% | $139,434-86.3% |
| Participation rate | 26.3% | 75.6%-49.3pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 15.62% | 45.88%-30.3pp | 33.69%-18.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,095 | $4,682-76.6% | $3,880-71.8% | $6,710-83.7% |
| Admin fee / account holder | $124 | $4,244-97.1% | $3,068-96.0% | $11,403-98.9% |