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 | $19,110 | $101,069-81.1% | $81,478-76.5% | $147,584-87.1% |
| Participation rate | 22.2% | 74.5%-52.2pp | 68.0%-45.7pp | 82.8%-60.6pp |
| Annual return | 21.85% | 32.40%-10.6pp | 38.78%-16.9pp | 578.55%-556.7pp |
| Employer contribution / active EE | $457 | $3,205-85.7% | $2,568-82.2% | $4,876-90.6% |
| Participant deferral / active EE | $665 | $4,242-84.3% | $3,537-81.2% | $5,439-87.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |