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 | $27,819 | $106,890-74.0% | $84,015-66.9% | $152,861-81.8% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 23.50% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $604 | $2,734-77.9% | $1,983-69.5% | $4,762-87.3% |
| Participant deferral / active EE | $2,035 | $4,011-49.3% | $3,239-37.2% | $5,850-65.2% |
| Admin fee / account holder | $236 | $8,285-97.2% | $6,101-96.1% | $11,596-98.0% |