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 | $22,976 | $84,233-72.7% | $170,442-86.5% | $70,131-67.2% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 22.44% | 23.06%-0.6pp | 205.93%-183.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $554 | $3,387-83.7% | $5,433-89.8% | $2,342-76.4% |
| Participant deferral / active EE | $1,756 | $3,086-43.1% | $4,939-64.4% | $3,332-47.3% |
| Admin fee / account holder | $116 | $5,698-98.0% | $13,880-99.2% | $4,645-97.5% |