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 | $12,721 | $90,503-85.9% | $78,689-83.8% | $273,961-95.4% |
| Participation rate | 22.2% | 76.5%-54.3pp | 73.6%-51.3pp | 83.0%-60.8pp |
| Annual return | 15.17% | 75.60%-60.4pp | 62.18%-47.0pp | 41.45%-26.3pp |
| Employer contribution / active EE | $695 | $3,176-78.1% | $2,851-75.6% | $4,869-85.7% |
| Participant deferral / active EE | $753 | $3,901-80.7% | $3,517-78.6% | $5,287-85.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |