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 | $15,984 | $77,634-79.4% | $156,549-89.8% | $62,891-74.6% |
| Participation rate | 18.9% | 71.2%-52.3pp | 84.0%-65.1pp | 69.3%-50.4pp |
| Annual return | 13.08% | 50.32%-37.2pp | 32.23%-19.1pp | 20.14%-7.1pp |
| Employer contribution / active EE | $530 | $3,444-84.6% | $5,501-90.4% | $2,281-76.8% |
| Participant deferral / active EE | $870 | $3,045-71.4% | $4,871-82.1% | $3,203-72.8% |
| Admin fee / account holder | $143 | $5,561-97.4% | $13,027-98.9% | $4,296-96.7% |