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 | $19,482 | $113,339-82.8% | $94,993-79.5% | $147,584-86.8% |
| Participation rate | 46.2% | 78.0%-31.8pp | 73.9%-27.7pp | 82.8%-36.7pp |
| Annual return | 14.84% | 20.77%-5.9pp | 27.12%-12.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $134 | $3,160-95.8% | $2,603-94.9% | $4,876-97.3% |
| Participant deferral / active EE | $875 | $3,777-76.8% | $3,317-73.6% | $5,439-83.9% |
| Admin fee / account holder | $132 | $6,063-97.8% | $4,960-97.3% | $10,885-98.8% |