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 | $11,658 | $74,888-84.4% | $71,209-83.6% | $142,382-91.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,376 | $2,854-16.8% | $2,721-12.7% | $4,299-44.7% |
| Participant deferral / active EE | $2,839 | $4,454-36.3% | $4,175-32.0% | $6,507-56.4% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |