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 | $26,247 | $100,901-74.0% | $75,670-65.3% | $147,584-82.2% |
| Participation rate | 17.4% | 77.1%-59.7pp | 72.3%-55.0pp | 82.8%-65.4pp |
| Annual return | 20.17% | 35.78%-15.6pp | 27.34%-7.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $605 | $3,253-81.4% | $2,352-74.3% | $4,876-87.6% |
| Participant deferral / active EE | $2,357 | $4,027-41.5% | $3,142-25.0% | $5,439-56.7% |
| Admin fee / account holder | $118 | $11,285-99.0% | $5,800-98.0% | $10,885-98.9% |