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 | $23,334 | $53,127-56.1% | $86,590-73.1% | $70,131-66.7% |
| Participation rate | 31.9% | 65.3%-33.4pp | 73.5%-41.7pp | 69.5%-37.7pp |
| Annual return | 24.42% | 27.66%-3.2pp | 964.84%-940.4pp | 73.14%-48.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $982 | $2,696-63.6% | $3,609-72.8% | $3,332-70.5% |
| Admin fee / account holder | $250 | $3,585-93.0% | $4,906-94.9% | $4,645-94.6% |