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 | $14,772 | $108,642-86.4% | $74,701-80.2% | $152,861-90.3% |
| Participation rate | 39.1% | 65.3%-26.2pp | 54.5%-15.3pp | 82.4%-43.3pp |
| Annual return | 25.84% | 114.06%-88.2pp | 752.92%-727.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $733 | $1,503-51.3% | $1,084-32.4% | $4,762-84.6% |
| Participant deferral / active EE | $2,670 | $2,712-1.6% | $1,964+36.0% | $5,850-54.4% |
| Admin fee / account holder | $95 | $4,902-98.1% | $3,333-97.1% | $11,596-99.2% |