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 | $54,008 | $35,183+53.5% | $73,545-26.6% | $70,131-23.0% |
| Participation rate | 26.8% | 42.9%-16.1pp | 54.9%-28.1pp | 69.5%-42.7pp |
| Annual return | 18.25% | 26.90%-8.7pp | -15.16%+33.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $209 | $709-70.5% | $1,219-82.8% | $2,342-91.1% |
| Participant deferral / active EE | $1,055 | $1,220-13.5% | $1,806-41.6% | $3,332-68.3% |
| Admin fee / account holder | $150 | $2,302-93.5% | $2,320-93.5% | $4,645-96.8% |