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 | $20,315 | $107,015-81.0% | $73,545-72.4% | $147,584-86.2% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 22.35% | 38.25%-15.9pp | -15.16%+37.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $402 | $1,760-77.2% | $1,219-67.1% | $4,876-91.8% |
| Participant deferral / active EE | $1,495 | $2,462-39.3% | $1,806-17.2% | $5,439-72.5% |
| Admin fee / account holder | $73 | $3,055-97.6% | $2,320-96.9% | $10,885-99.3% |