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 | $38,597 | $99,652-61.3% | $78,778-51.0% | $147,584-73.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 14.52% | 47.28%-32.8pp | 35.62%-21.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $841 | $2,796-69.9% | $1,986-57.6% | $4,876-82.7% |
| Participant deferral / active EE | $1,113 | $3,664-69.6% | $2,958-62.4% | $5,439-79.5% |
| Admin fee / account holder | $35 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |