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 | $17,470 | $47,944-63.6% | $67,834-74.2% | $62,891-72.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 13.52% | 11.77%+1.8pp | 138.47%-125.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $425 | $1,562-72.8% | $2,403-82.3% | $2,281-81.4% |
| Participant deferral / active EE | $988 | $2,247-56.0% | $3,160-68.7% | $3,203-69.2% |
| Admin fee / account holder | $263 | $3,712-92.9% | $4,622-94.3% | $4,296-93.9% |