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 | $12,132 | $105,931-88.5% | $81,930-85.2% | $158,922-92.4% |
| Participation rate | 39.1% | 75.6%-36.5pp | 72.0%-32.9pp | 82.0%-42.8pp |
| Annual return | 18.84% | 38.17%-19.3pp | 29.49%-10.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $572 | $7,800-92.7% | $4,310-86.7% | $4,761-88.0% |
| Participant deferral / active EE | $2,014 | $13,003-84.5% | $7,107-71.7% | $5,982-66.3% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |