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 | $18,846 | $69,207-72.8% | $64,056-70.6% | $139,434-86.5% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 19.12% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.8pp |
| Employer contribution / active EE | $620 | $3,182-80.5% | $2,747-77.4% | $4,751-87.0% |
| Participant deferral / active EE | $1,036 | $4,682-77.9% | $3,880-73.3% | $6,710-84.6% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |