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 | $26,849 | $53,127-49.5% | $86,590-69.0% | $70,131-61.7% |
| Participation rate | 23.8% | 65.3%-41.5pp | 73.5%-49.7pp | 69.5%-45.7pp |
| Annual return | 16.43% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $600 | $2,068-71.0% | $2,839-78.9% | $2,342-74.4% |
| Participant deferral / active EE | $1,489 | $2,696-44.8% | $3,609-58.7% | $3,332-55.3% |
| Admin fee / account holder | $169 | $3,585-95.3% | $4,906-96.6% | $4,645-96.4% |