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 | $29,422 | $84,233-65.1% | $170,442-82.7% | $70,131-58.0% |
| Participation rate | 57.0% | 70.8%-13.8pp | 83.6%-26.6pp | 69.5%-12.6pp |
| Annual return | 21.66% | 23.06%-1.4pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $728 | $3,387-78.5% | $5,433-86.6% | $2,342-68.9% |
| Participant deferral / active EE | $1,523 | $3,086-50.6% | $4,939-69.2% | $3,332-54.3% |
| Admin fee / account holder | $119 | $5,698-97.9% | $13,880-99.1% | $4,645-97.4% |