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 | $10,228 | $39,019-73.8% | $80,716-87.3% | $85,850-88.1% |
| Participation rate | 43.8% | 41.5%+2.2pp | 54.2%-10.4pp | 69.3%-25.6pp |
| Annual return | 15.65% | 26.27%-10.6pp | 87.28%-71.6pp | 318.53%-302.9pp |
| Employer contribution / active EE | $478 | $722-33.8% | $1,160-58.8% | $2,565-81.4% |
| Participant deferral / active EE | $664 | $1,326-49.9% | $2,146-69.0% | $3,952-83.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |