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 | $20,446 | $58,208-64.9% | $81,812-75.0% | $80,856-74.7% |
| Participation rate | 35.6% | 63.4%-27.8pp | 72.3%-36.8pp | 67.6%-32.0pp |
| Annual return | 32.70% | 41.66%-9.0pp | 773.79%-741.1pp | 35.59%-2.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,573 | $3,281-52.0% | $4,319-63.6% | $4,296-63.4% |
| Admin fee / account holder | $101 | $4,981-98.0% | $7,386-98.6% | $6,918-98.5% |