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 | $22,374 | $84,233-73.4% | $170,442-86.9% | $70,131-68.1% |
| Participation rate | 51.2% | 70.8%-19.6pp | 83.6%-32.4pp | 69.5%-18.3pp |
| Annual return | 14.71% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $701 | $3,387-79.3% | $5,433-87.1% | $2,342-70.1% |
| Participant deferral / active EE | $2,519 | $3,086-18.4% | $4,939-49.0% | $3,332-24.4% |
| Admin fee / account holder | $79 | $5,698-98.6% | $13,880-99.4% | $4,645-98.3% |