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 | $22,842 | $46,869-51.3% | $122,332-81.3% | $70,131-67.4% |
| Participation rate | 17.5% | 58.2%-40.6pp | 71.6%-54.1pp | 69.5%-52.0pp |
| Annual return | 19.71% | 24.22%-4.5pp | 30.27%-10.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $434 | $1,288-66.3% | $4,050-89.3% | $2,342-81.5% |
| Participant deferral / active EE | $939 | $2,166-56.7% | $3,287-71.4% | $3,332-71.8% |
| Admin fee / account holder | $79 | $3,322-97.6% | $5,478-98.6% | $4,645-98.3% |