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 | $17,173 | $85,202-79.8% | $172,739-90.1% | $72,985-76.5% |
| Participation rate | 46.0% | 70.1%-24.1pp | 82.6%-36.6pp | 69.5%-23.5pp |
| Annual return | 19.24% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $582 | $3,324-82.5% | $5,143-88.7% | $2,440-76.1% |
| Participant deferral / active EE | $964 | $3,260-70.4% | $5,198-81.5% | $3,607-73.3% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |