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 | $17,208 | $90,348-81.0% | $75,972-77.3% | $145,922-88.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 12.59% | 620.88%-608.3pp | 359.55%-347.0pp | 561.29%-548.7pp |
| Employer contribution / active EE | $889 | $3,311-73.1% | $2,685-66.9% | $4,660-80.9% |
| Participant deferral / active EE | $1,380 | $5,162-73.3% | $4,255-67.6% | $6,688-79.4% |
| Admin fee / account holder | $219 | $8,467-97.4% | $6,467-96.6% | $13,397-98.4% |