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 | $28,224 | $69,518-59.4% | $59,878-52.9% | $135,375-79.2% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | 202.83% | 7.94%+194.9pp | 3.46%+199.4pp | 519.73%-316.9pp |
| Employer contribution / active EE | $996 | $3,235-69.2% | $2,722-63.4% | $4,779-79.2% |
| Participant deferral / active EE | $2,854 | $4,206-32.1% | $3,402-16.1% | $5,609-49.1% |
| Admin fee / account holder | $185 | $5,734-96.8% | $3,590-94.9% | $10,827-98.3% |