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 | $19,684 | $63,861-69.2% | $104,607-81.2% | $79,858-75.4% |
| Participation rate | 20.6% | 64.9%-44.3pp | 74.1%-53.5pp | 69.6%-49.0pp |
| Annual return | 18.22% | 21.30%-3.1pp | 340.46%-322.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $394 | $1,588-75.2% | $2,681-85.3% | $2,471-84.0% |
| Participant deferral / active EE | $1,070 | $2,693-60.3% | $3,740-71.4% | $3,740-71.4% |
| Admin fee / account holder | $34 | $4,185-99.2% | $6,473-99.5% | $5,306-99.4% |