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 | $14,773 | $77,634-81.0% | $156,549-90.6% | $62,891-76.5% |
| Participation rate | 28.6% | 71.2%-42.6pp | 84.0%-55.4pp | 69.3%-40.7pp |
| Annual return | 14.75% | 50.32%-35.6pp | 32.23%-17.5pp | 20.14%-5.4pp |
| Employer contribution / active EE | $412 | $3,444-88.0% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $1,330 | $3,045-56.3% | $4,871-72.7% | $3,203-58.5% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |