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 | $17,856 | $84,233-78.8% | $170,442-89.5% | $70,131-74.5% |
| Participation rate | 28.0% | 70.8%-42.8pp | 83.6%-55.6pp | 69.5%-41.5pp |
| Annual return | 17.93% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $384 | $3,387-88.7% | $5,433-92.9% | $2,342-83.6% |
| Participant deferral / active EE | $842 | $3,086-72.7% | $4,939-83.0% | $3,332-74.7% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |