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 | $22,751 | $100,901-77.5% | $75,670-69.9% | $147,584-84.6% |
| Participation rate | 33.3% | 77.1%-43.8pp | 72.3%-39.0pp | 82.8%-49.5pp |
| Annual return | 11.94% | 35.78%-23.8pp | 27.34%-15.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $270 | $3,253-91.7% | $2,352-88.5% | $4,876-94.5% |
| Participant deferral / active EE | $1,080 | $4,027-73.2% | $3,142-65.6% | $5,439-80.2% |
| Admin fee / account holder | $136 | $11,285-98.8% | $5,800-97.7% | $10,885-98.7% |