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 | $17,475 | $53,127-67.1% | $86,590-79.8% | $70,131-75.1% |
| Participation rate | 64.7% | 65.3%-0.6pp | 73.5%-8.8pp | 69.5%-4.8pp |
| Annual return | 15.51% | 27.66%-12.2pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,522 | $2,696-43.5% | $3,609-57.8% | $3,332-54.3% |
| Admin fee / account holder | $12 | $3,585-99.7% | $4,906-99.8% | $4,645-99.7% |