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 | $26,974 | $102,966-73.8% | $90,281-70.1% | $152,861-82.4% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.4%-44.0pp |
| Annual return | 18.51% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $190 | $3,139-94.0% | $2,854-93.4% | $4,762-96.0% |
| Participant deferral / active EE | $801 | $4,281-81.3% | $3,885-79.4% | $5,850-86.3% |
| Admin fee / account holder | $254 | $6,171-95.9% | $5,351-95.3% | $11,596-97.8% |