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 | $16,653 | $53,127-68.7% | $86,590-80.8% | $70,131-76.3% |
| Participation rate | 48.8% | 65.3%-16.5pp | 73.5%-24.8pp | 69.5%-20.8pp |
| Annual return | 15.97% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $267 | $2,068-87.1% | $2,839-90.6% | $2,342-88.6% |
| Participant deferral / active EE | $943 | $2,696-65.0% | $3,609-73.9% | $3,332-71.7% |
| Admin fee / account holder | $103 | $3,585-97.1% | $4,906-97.9% | $4,645-97.8% |