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 | $24,199 | $105,998-77.2% | $92,233-73.8% | $147,584-83.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 21.00% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $879 | $4,333-79.7% | $3,679-76.1% | $4,876-82.0% |
| Participant deferral / active EE | $1,238 | $4,478-72.4% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |