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 | $28,151 | $35,183-20.0% | $73,545-61.7% | $70,131-59.9% |
| Participation rate | 12.9% | 42.9%-30.0pp | 54.9%-42.0pp | 69.5%-56.6pp |
| Annual return | 22.44% | 26.90%-4.5pp | -15.16%+37.6pp | 73.14%-50.7pp |
| Employer contribution / active EE | $514 | $709-27.4% | $1,219-57.8% | $2,342-78.0% |
| Participant deferral / active EE | $1,028 | $1,220-15.7% | $1,806-43.1% | $3,332-69.1% |
| Admin fee / account holder | $115 | $2,302-95.0% | $2,320-95.1% | $4,645-97.5% |