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 | $68,725 | $95,971-28.4% | $74,550-7.8% | $135,375-49.2% |
| Participation rate | 21.4% | 75.7%-54.2pp | 69.1%-47.7pp | 82.6%-61.2pp |
| Annual return | 1.27% | 56.96%-55.7pp | 32.53%-31.3pp | 519.73%-518.5pp |
| Employer contribution / active EE | $344 | $2,716-87.3% | $1,961-82.4% | $4,779-92.8% |
| Participant deferral / active EE | $855 | $3,843-77.7% | $3,108-72.5% | $5,609-84.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |