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 | $39,814 | $49,922-20.2% | $80,569-50.6% | $75,163-47.0% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 23.07% | 34.69%-11.6pp | 935.43%-912.4pp | 160.62%-137.5pp |
| Employer contribution / active EE | $804 | $1,698-52.7% | $2,723-70.5% | $2,670-69.9% |
| Participant deferral / active EE | $1,462 | $2,990-51.1% | $4,447-67.1% | $4,125-64.6% |
| Admin fee / account holder | $120 | $3,577-96.6% | $5,377-97.8% | $5,651-97.9% |