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 | $27,168 | $118,919-77.2% | $88,538-69.3% | $152,861-82.2% |
| Participation rate | 33.3% | 73.4%-40.0pp | 68.7%-35.4pp | 82.4%-49.1pp |
| Annual return | 13.53% | 47.92%-34.4pp | 43.64%-30.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $780 | $3,549-78.0% | $2,914-73.2% | $5,850-86.7% |
| Admin fee / account holder | $21 | $5,876-99.6% | $4,310-99.5% | $11,596-99.8% |