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 | $13,979 | $69,207-79.8% | $64,056-78.2% | $139,434-90.0% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.3%-8.7pp | 80.3%-16.7pp |
| Annual return | 15.77% | 45.88%-30.1pp | 33.69%-17.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,157 | $4,682-75.3% | $3,880-70.2% | $6,710-82.8% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |