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 | $35,222 | $49,173-28.4% | $121,098-70.9% | $75,163-53.1% |
| Participation rate | 43.9% | 55.4%-11.5pp | 69.5%-25.6pp | 67.2%-23.3pp |
| Annual return | 20.90% | 55.99%-35.1pp | 985.75%-964.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $355 | $1,546-77.0% | $4,164-91.5% | $2,670-86.7% |
| Participant deferral / active EE | $1,626 | $2,628-38.1% | $4,080-60.1% | $4,125-60.6% |
| Admin fee / account holder | $45 | $3,942-98.8% | $5,644-99.2% | $5,651-99.2% |