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 | $11,160 | $30,400-63.3% | $53,898-79.3% | $84,808-86.8% |
| Participation rate | 36.8% | 46.4%-9.6pp | 55.0%-18.1pp | 68.3%-31.5pp |
| Annual return | 20.76% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $589 | $603-2.4% | $932-36.9% | $2,631-77.6% |
| Participant deferral / active EE | $878 | $1,199-26.7% | $1,826-51.9% | $4,212-79.1% |
| Admin fee / account holder | $300 | $1,993-85.0% | $2,491-88.0% | $7,344-95.9% |