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 | $27,238 | $54,705-50.2% | $71,209-61.7% | $84,808-67.9% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.8%-53.8pp | 68.3%-48.3pp |
| Annual return | 16.31% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $399 | $2,158-81.5% | $2,721-85.3% | $2,631-84.8% |
| Participant deferral / active EE | $569 | $3,030-81.2% | $4,175-86.4% | $4,212-86.5% |
| Admin fee / account holder | $272 | $4,863-94.4% | $5,349-94.9% | $7,344-96.3% |