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 | $19,313 | $149,040-87.0% | $120,225-83.9% | $137,256-85.9% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.76% | 605.68%-591.9pp | 439.23%-425.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $673 | $4,350-84.5% | $3,475-80.6% | $4,156-83.8% |
| Participant deferral / active EE | $708 | $4,655-84.8% | $3,999-82.3% | $6,407-88.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |