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 | $22,827 | $102,966-77.8% | $90,281-74.7% | $152,861-85.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 32.49% | 95.16%-62.7pp | 78.10%-45.6pp | 345.32%-312.8pp |
| Employer contribution / active EE | $200 | $3,139-93.6% | $2,854-93.0% | $4,762-95.8% |
| Participant deferral / active EE | $2,544 | $4,281-40.6% | $3,885-34.5% | $5,850-56.5% |
| Admin fee / account holder | $146 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |