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 | $15,717 | $102,966-84.7% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 35.7% | 75.9%-40.1pp | 73.3%-37.6pp | 82.4%-46.7pp |
| Annual return | 23.37% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $680 | $3,139-78.3% | $2,854-76.2% | $4,762-85.7% |
| Participant deferral / active EE | $931 | $4,281-78.3% | $3,885-76.0% | $5,850-84.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |