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 | $27,113 | $81,632-66.8% | $70,449-61.5% | $158,922-82.9% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 11.34% | 208.40%-197.1pp | 109.03%-97.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $950 | $3,217-70.5% | $2,737-65.3% | $4,761-80.0% |
| Participant deferral / active EE | $2,533 | $4,554-44.4% | $3,709-31.7% | $5,982-57.7% |
| Admin fee / account holder | $14 | $6,193-99.8% | $3,845-99.6% | $11,246-99.9% |