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 | $10,677 | $102,966-89.6% | $90,281-88.2% | $152,861-93.0% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 20.83% | 95.16%-74.3pp | 78.10%-57.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $738 | $3,139-76.5% | $2,854-74.2% | $4,762-84.5% |
| Participant deferral / active EE | $825 | $4,281-80.7% | $3,885-78.8% | $5,850-85.9% |
| Admin fee / account holder | $196 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |