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 | $23,970 | $53,127-54.9% | $86,590-72.3% | $70,131-65.8% |
| Participation rate | 42.3% | 65.3%-23.0pp | 73.5%-31.2pp | 69.5%-27.2pp |
| Annual return | 19.06% | 27.66%-8.6pp | 964.84%-945.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $985 | $2,068-52.4% | $2,839-65.3% | $2,342-58.0% |
| Participant deferral / active EE | $2,124 | $2,696-21.2% | $3,609-41.1% | $3,332-36.3% |
| Admin fee / account holder | $3 | $3,585-99.9% | $4,906-99.9% | $4,645-99.9% |