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 | $23,635 | $48,570-51.3% | $130,648-81.9% | $72,985-67.6% |
| Participation rate | 50.0% | 58.6%-8.6pp | 71.7%-21.7pp | 69.5%-19.5pp |
| Annual return | 21.85% | 38.63%-16.8pp | 1708.96%-1687.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $536 | $1,334-59.8% | $4,092-86.9% | $2,440-78.0% |
| Participant deferral / active EE | $2,419 | $2,384+1.5% | $3,603-32.9% | $3,607-33.0% |
| Admin fee / account holder | $217 | $3,549-93.9% | $5,464-96.0% | $5,124-95.8% |