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 | $32,350 | $85,202-62.0% | $172,739-81.3% | $72,985-55.7% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 42.07% | 27.32%+14.7pp | 802.84%-760.8pp | 81.00%-38.9pp |
| Employer contribution / active EE | $585 | $3,324-82.4% | $5,143-88.6% | $2,440-76.0% |
| Participant deferral / active EE | $2,427 | $3,260-25.5% | $5,198-53.3% | $3,607-32.7% |
| Admin fee / account holder | $211 | $5,884-96.4% | $13,954-98.5% | $5,124-95.9% |