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 | $28,105 | $63,346-55.6% | $92,233-69.5% | $70,131-59.9% |
| Participation rate | 15.9% | 68.7%-52.8pp | 76.5%-60.6pp | 69.5%-53.6pp |
| Annual return | 34.67% | 530.12%-495.4pp | 176.28%-141.6pp | 73.14%-38.5pp |
| Employer contribution / active EE | $687 | $2,471-72.2% | $3,679-81.3% | $2,342-70.7% |
| Participant deferral / active EE | $1,158 | $2,854-59.4% | $3,897-70.3% | $3,332-65.2% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |