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 | $45,205 | $53,127-14.9% | $86,590-47.8% | $70,131-35.5% |
| Participation rate | 53.7% | 65.3%-11.6pp | 73.5%-19.8pp | 69.5%-15.8pp |
| Annual return | 14.96% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $607 | $2,068-70.7% | $2,839-78.6% | $2,342-74.1% |
| Participant deferral / active EE | $1,226 | $2,696-54.5% | $3,609-66.0% | $3,332-63.2% |
| Admin fee / account holder | $233 | $3,585-93.5% | $4,906-95.3% | $4,645-95.0% |