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 7-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 | $24,880 | $108,172-77.0% | $77,482-67.9% | $158,922-84.3% |
| Participation rate | 10.0% | 64.4%-54.4pp | 54.2%-44.2pp | 82.0%-72.0pp |
| Annual return | 25.94% | 31.67%-5.7pp | 54.79%-28.8pp | 302.83%-276.9pp |
| Employer contribution / active EE | $409 | $1,325-69.2% | $986-58.6% | $4,761-91.4% |
| Participant deferral / active EE | $510 | $2,456-79.2% | $1,861-72.6% | $5,982-91.5% |
| Admin fee / account holder | $94 | $3,708-97.5% | $2,858-96.7% | $11,246-99.2% |