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 | $22,813 | $52,353-56.4% | $120,225-81.0% | $82,448-72.3% |
| Participation rate | 53.1% | 58.3%-5.2pp | 69.6%-16.5pp | 68.1%-14.9pp |
| Annual return | 15.11% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $469 | $1,510-69.0% | $3,475-86.5% | $2,551-81.6% |
| Participant deferral / active EE | $1,809 | $2,627-31.1% | $3,999-54.8% | $4,139-56.3% |
| Admin fee / account holder | $19 | $4,363-99.6% | $5,696-99.7% | $7,234-99.7% |