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 | $23,144 | $105,998-78.2% | $92,233-74.9% | $147,584-84.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 28.91% | 50.05%-21.1pp | 176.28%-147.4pp | 578.55%-549.6pp |
| Employer contribution / active EE | $873 | $4,333-79.9% | $3,679-76.3% | $4,876-82.1% |
| Participant deferral / active EE | $6,355 | $4,478+41.9% | $3,897+63.1% | $5,439+16.9% |
| Admin fee / account holder | $244 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |