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 | $25,191 | $47,848-47.4% | $81,478-69.1% | $70,131-64.1% |
| Participation rate | 38.5% | 58.3%-19.8pp | 68.0%-29.5pp | 69.5%-31.1pp |
| Annual return | 87.02% | 27.25%+59.8pp | 38.78%+48.2pp | 73.14%+13.9pp |
| Employer contribution / active EE | $817 | $1,527-46.5% | $2,568-68.2% | $2,342-65.1% |
| Participant deferral / active EE | $959 | $2,453-60.9% | $3,537-72.9% | $3,332-71.2% |
| Admin fee / account holder | $9 | $3,145-99.7% | $4,561-99.8% | $4,645-99.8% |