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 | $15,772 | $53,822-70.7% | $75,696-79.2% | $85,850-81.6% |
| Participation rate | 68.9% | 69.1%-0.2pp | 74.8%-5.9pp | 69.3%-0.4pp |
| Annual return | 17.16% | 24.54%-7.4pp | 104.53%-87.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $630 | $2,017-68.8% | $2,743-77.0% | $2,565-75.4% |
| Participant deferral / active EE | $977 | $2,895-66.3% | $3,821-74.4% | $3,952-75.3% |
| Admin fee / account holder | $213 | $3,343-93.6% | $3,619-94.1% | $6,260-96.6% |