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 | $52,893 | $108,172-51.1% | $77,482-31.7% | $158,922-66.7% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 9.51% | 31.67%-22.2pp | 54.79%-45.3pp | 302.83%-293.3pp |
| Employer contribution / active EE | $576 | $1,325-56.5% | $986-41.6% | $4,761-87.9% |
| Participant deferral / active EE | $950 | $2,456-61.3% | $1,861-49.0% | $5,982-84.1% |
| Admin fee / account holder | $8 | $3,708-99.8% | $2,858-99.7% | $11,246-99.9% |