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 | $31,173 | $84,233-63.0% | $170,442-81.7% | $70,131-55.6% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 16.98% | 23.06%-6.1pp | 205.93%-188.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $389 | $3,387-88.5% | $5,433-92.8% | $2,342-83.4% |
| Participant deferral / active EE | $970 | $3,086-68.6% | $4,939-80.4% | $3,332-70.9% |
| Admin fee / account holder | $41 | $5,698-99.3% | $13,880-99.7% | $4,645-99.1% |