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 | $16,933 | $84,233-79.9% | $170,442-90.1% | $70,131-75.9% |
| Participation rate | 32.6% | 70.8%-38.3pp | 83.6%-51.0pp | 69.5%-37.0pp |
| Annual return | 44.96% | 23.06%+21.9pp | 205.93%-161.0pp | 73.14%-28.2pp |
| Employer contribution / active EE | $557 | $3,387-83.5% | $5,433-89.7% | $2,342-76.2% |
| Participant deferral / active EE | $1,400 | $3,086-54.6% | $4,939-71.6% | $3,332-58.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |