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 | $32,373 | $53,127-39.1% | $86,590-62.6% | $70,131-53.8% |
| Participation rate | 42.4% | 65.3%-22.9pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 20.55% | 27.66%-7.1pp | 964.84%-944.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $255 | $2,068-87.7% | $2,839-91.0% | $2,342-89.1% |
| Participant deferral / active EE | $1,323 | $2,696-50.9% | $3,609-63.3% | $3,332-60.3% |
| Admin fee / account holder | $55 | $3,585-98.5% | $4,906-98.9% | $4,645-98.8% |