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 | $28,870 | $45,073-35.9% | $69,455-58.4% | $72,985-60.4% |
| Participation rate | 43.6% | 68.5%-24.9pp | 74.6%-31.0pp | 69.5%-25.8pp |
| Annual return | 18.44% | 22.65%-4.2pp | 28.97%-10.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $566 | $2,054-72.4% | $2,779-79.6% | $2,440-76.8% |
| Participant deferral / active EE | $1,953 | $2,602-24.9% | $3,535-44.8% | $3,607-45.9% |
| Admin fee / account holder | $49 | $3,056-98.4% | $3,839-98.7% | $5,124-99.0% |