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 | $19,849 | $176,662-88.8% | $130,648-84.8% | $152,861-87.0% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.4%-62.4pp |
| Annual return | 22.27% | 2692.24%-2670.0pp | 1708.96%-1686.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $326 | $5,742-94.3% | $4,092-92.0% | $4,762-93.2% |
| Participant deferral / active EE | $990 | $4,361-77.3% | $3,603-72.5% | $5,850-83.1% |
| Admin fee / account holder | $177 | $7,133-97.5% | $5,464-96.8% | $11,596-98.5% |