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 | $24,191 | $77,634-68.8% | $156,549-84.5% | $62,891-61.5% |
| Participation rate | 55.4% | 71.2%-15.8pp | 84.0%-28.6pp | 69.3%-13.9pp |
| Annual return | 9.97% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $640 | $3,444-81.4% | $5,501-88.4% | $2,281-71.9% |
| Participant deferral / active EE | $1,240 | $3,045-59.3% | $4,871-74.5% | $3,203-61.3% |
| Admin fee / account holder | $289 | $5,561-94.8% | $13,027-97.8% | $4,296-93.3% |