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 | $16,349 | $104,907-84.4% | $84,611-80.7% | $152,861-89.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 32.74% | 373.79%-341.0pp | 258.74%-226.0pp | 345.32%-312.6pp |
| Employer contribution / active EE | $869 | $3,302-73.7% | $2,652-67.2% | $4,762-81.8% |
| Participant deferral / active EE | $3,230 | $4,688-31.1% | $3,899-17.2% | $5,850-44.8% |
| Admin fee / account holder | $86 | $6,241-98.6% | $4,912-98.2% | $11,596-99.3% |