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 | $10,349 | $85,022-87.8% | $70,515-85.3% | $139,434-92.6% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | 14.30% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $520 | $3,909-86.7% | $2,973-82.5% | $4,751-89.1% |
| Participant deferral / active EE | $2,975 | $5,890-49.5% | $4,567-34.9% | $6,710-55.7% |
| Admin fee / account holder | $19 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |