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 | $27,068 | $99,652-72.8% | $78,778-65.6% | $147,584-81.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 20.19% | 47.28%-27.1pp | 35.62%-15.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $631 | $2,796-77.4% | $1,986-68.2% | $4,876-87.1% |
| Participant deferral / active EE | $1,650 | $3,664-55.0% | $2,958-44.2% | $5,439-69.7% |
| Admin fee / account holder | $194 | $7,155-97.3% | $5,134-96.2% | $10,885-98.2% |