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 | $21,085 | $85,202-75.3% | $172,739-87.8% | $72,985-71.1% |
| Participation rate | 36.6% | 70.1%-33.5pp | 82.6%-46.1pp | 69.5%-32.9pp |
| Annual return | 23.48% | 27.32%-3.8pp | 802.84%-779.4pp | 81.00%-57.5pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $5,143-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,504 | $3,260-53.9% | $5,198-71.1% | $3,607-58.3% |
| Admin fee / account holder | $83 | $5,884-98.6% | $13,954-99.4% | $5,124-98.4% |