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 | $24,431 | $77,634-68.5% | $156,549-84.4% | $62,891-61.2% |
| Participation rate | 34.6% | 71.2%-36.6pp | 84.0%-49.4pp | 69.3%-34.7pp |
| Annual return | 5.01% | 50.32%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $995 | $3,444-71.1% | $5,501-81.9% | $2,281-56.4% |
| Participant deferral / active EE | $1,279 | $3,045-58.0% | $4,871-73.7% | $3,203-60.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |