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 | $23,958 | $63,346-62.2% | $92,233-74.0% | $70,131-65.8% |
| Participation rate | 34.6% | 68.7%-34.1pp | 76.5%-41.9pp | 69.5%-34.9pp |
| Annual return | 15.62% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $940 | $2,471-61.9% | $3,679-74.4% | $2,342-59.9% |
| Participant deferral / active EE | $1,439 | $2,854-49.6% | $3,897-63.1% | $3,332-56.8% |
| Admin fee / account holder | $162 | $3,840-95.8% | $5,194-96.9% | $4,645-96.5% |