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 5-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 | $11,558 | $97,125-88.1% | $86,233-86.6% | $137,256-91.6% |
| Participation rate | 60.9% | 74.2%-13.3pp | 69.0%-8.1pp | 80.0%-19.1pp |
| Annual return | 19.05% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $533 | $2,841-81.2% | $2,504-78.7% | $4,156-87.2% |
| Participant deferral / active EE | $872 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $95 | $9,725-99.0% | $8,342-98.9% | $12,270-99.2% |