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 | $16,074 | $108,172-85.1% | $77,482-79.3% | $158,922-89.9% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 16.87% | 31.67%-14.8pp | 54.79%-37.9pp | 302.83%-286.0pp |
| Employer contribution / active EE | $458 | $1,325-65.4% | $986-53.5% | $4,761-90.4% |
| Participant deferral / active EE | $781 | $2,456-68.2% | $1,861-58.0% | $5,982-86.9% |
| Admin fee / account holder | $279 | $3,708-92.5% | $2,858-90.2% | $11,246-97.5% |