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 5-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 | $19,413 | $73,787-73.7% | $98,716-80.3% | $82,448-76.5% |
| Participation rate | 40.5% | 61.4%-20.9pp | 69.3%-28.8pp | 68.1%-27.5pp |
| Annual return | 19.46% | 18.57%+0.9pp | 31.81%-12.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $635 | $1,511-58.0% | $2,279-72.1% | $2,551-75.1% |
| Participant deferral / active EE | $1,330 | $3,081-56.8% | $4,048-67.1% | $4,139-67.9% |
| Admin fee / account holder | $294 | $6,500-95.5% | $8,703-96.6% | $7,234-95.9% |