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 | $17,236 | $102,966-83.3% | $90,281-80.9% | $152,861-88.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 28.50% | 95.16%-66.7pp | 78.10%-49.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $797 | $3,139-74.6% | $2,854-72.1% | $4,762-83.3% |
| Participant deferral / active EE | $2,172 | $4,281-49.3% | $3,885-44.1% | $5,850-62.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |