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 | $37,290 | $100,901-63.0% | $75,670-50.7% | $147,584-74.7% |
| Participation rate | 25.0% | 77.1%-52.1pp | 72.3%-47.3pp | 82.8%-57.8pp |
| Annual return | 19.05% | 35.78%-16.7pp | 27.34%-8.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $483 | $3,253-85.1% | $2,352-79.4% | $4,876-90.1% |
| Participant deferral / active EE | $850 | $4,027-78.9% | $3,142-73.0% | $5,439-84.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |