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 | $15,352 | $101,069-84.8% | $81,478-81.2% | $147,584-89.6% |
| Participation rate | 30.0% | 74.5%-44.5pp | 68.0%-38.0pp | 82.8%-52.8pp |
| Annual return | 11.53% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $685 | $3,205-78.6% | $2,568-73.3% | $4,876-86.0% |
| Participant deferral / active EE | $789 | $4,242-81.4% | $3,537-77.7% | $5,439-85.5% |
| Admin fee / account holder | $2 | $5,812-100.0% | $4,561-99.9% | $10,885-100.0% |