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 5-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 | $13,447 | $54,762-75.4% | $90,281-85.1% | $72,985-81.6% |
| Participation rate | 32.6% | 65.1%-32.6pp | 73.3%-40.7pp | 69.5%-36.9pp |
| Annual return | 68.63% | 30.63%+38.0pp | 78.10%-9.5pp | 81.00%-12.4pp |
| Employer contribution / active EE | $574 | $2,092-72.6% | $2,854-79.9% | $2,440-76.5% |
| Participant deferral / active EE | $896 | $2,887-69.0% | $3,885-76.9% | $3,607-75.2% |
| Admin fee / account holder | $146 | $3,972-96.3% | $5,351-97.3% | $5,124-97.1% |