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 | $30,999 | $113,339-72.6% | $94,993-67.4% | $147,584-79.0% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 19.65% | 20.77%-1.1pp | 27.12%-7.5pp | 578.55%-558.9pp |
| Employer contribution / active EE | $859 | $3,160-72.8% | $2,603-67.0% | $4,876-82.4% |
| Participant deferral / active EE | $2,483 | $3,777-34.3% | $3,317-25.1% | $5,439-54.3% |
| Admin fee / account holder | $240 | $6,063-96.0% | $4,960-95.2% | $10,885-97.8% |