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 | $17,539 | $102,547-82.9% | $78,210-77.6% | $147,584-88.1% |
| Participation rate | 61.1% | 74.4%-13.3pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 25.37% | 51.08%-25.7pp | 40.90%-15.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,577 | $2,617-39.8% | $2,034-22.5% | $4,876-67.7% |
| Participant deferral / active EE | $3,443 | $3,481-1.1% | $2,823+22.0% | $5,439-36.7% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |