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 | $19,757 | $101,069-80.5% | $81,478-75.8% | $147,584-86.6% |
| Participation rate | 46.2% | 74.5%-28.3pp | 68.0%-21.8pp | 82.8%-36.7pp |
| Annual return | 18.73% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $188 | $3,205-94.1% | $2,568-92.7% | $4,876-96.2% |
| Participant deferral / active EE | $714 | $4,242-83.2% | $3,537-79.8% | $5,439-86.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |