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 | $22,116 | $113,339-80.5% | $94,993-76.7% | $147,584-85.0% |
| Participation rate | 20.0% | 78.0%-58.0pp | 73.9%-53.9pp | 82.8%-62.8pp |
| Annual return | 17.36% | 20.77%-3.4pp | 27.12%-9.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $240 | $3,160-92.4% | $2,603-90.8% | $4,876-95.1% |
| Participant deferral / active EE | $520 | $3,777-86.2% | $3,317-84.3% | $5,439-90.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |