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 | $27,186 | $183,519-85.2% | $155,509-82.5% | $145,922-81.4% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 10.41% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,772 | $5,313-66.6% | $4,672-62.1% | $4,660-62.0% |
| Participant deferral / active EE | $2,008 | $6,462-68.9% | $5,626-64.3% | $6,688-70.0% |
| Admin fee / account holder | $106 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |