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 | $22,834 | $104,907-78.2% | $84,611-73.0% | $152,861-85.1% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 24.65% | 373.79%-349.1pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $659 | $3,302-80.0% | $2,652-75.2% | $4,762-86.2% |
| Participant deferral / active EE | $1,663 | $4,688-64.5% | $3,899-57.4% | $5,850-71.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |