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 | $21,008 | $100,901-79.2% | $75,670-72.2% | $147,584-85.8% |
| Participation rate | 41.2% | 77.1%-36.0pp | 72.3%-31.2pp | 82.8%-41.7pp |
| Annual return | 21.38% | 35.78%-14.4pp | 27.34%-6.0pp | 578.55%-557.2pp |
| Employer contribution / active EE | $867 | $3,253-73.3% | $2,352-63.1% | $4,876-82.2% |
| Participant deferral / active EE | $2,061 | $4,027-48.8% | $3,142-34.4% | $5,439-62.1% |
| Admin fee / account holder | $7 | $11,285-99.9% | $5,800-99.9% | $10,885-99.9% |