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 | $15,954 | $99,918-84.0% | $81,382-80.4% | $145,922-89.1% |
| Participation rate | 5.6% | 74.2%-68.6pp | 69.5%-63.9pp | 80.3%-74.7pp |
| Annual return | 7.62% | 34.32%-26.7pp | 24.73%-17.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $143 | $8,212-98.3% | $5,768-97.5% | $13,397-98.9% |