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 | $19,826 | $48,046-58.7% | $84,611-76.6% | $72,985-72.8% |
| Participation rate | 11.4% | 57.6%-46.2pp | 68.2%-56.9pp | 69.5%-58.1pp |
| Annual return | 23.73% | 37.38%-13.7pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $929 | $2,680-65.3% | $3,899-76.2% | $3,607-74.3% |
| Admin fee / account holder | $133 | $3,395-96.1% | $4,912-97.3% | $5,124-97.4% |