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 | $19,205 | $84,233-77.2% | $170,442-88.7% | $70,131-72.6% |
| Participation rate | 63.0% | 70.8%-7.9pp | 83.6%-20.6pp | 69.5%-6.6pp |
| Annual return | 51.23% | 23.06%+28.2pp | 205.93%-154.7pp | 73.14%-21.9pp |
| Employer contribution / active EE | $2,395 | $3,387-29.3% | $5,433-55.9% | $2,342+2.3% |
| Participant deferral / active EE | $1,651 | $3,086-46.5% | $4,939-66.6% | $3,332-50.4% |
| Admin fee / account holder | $72 | $5,698-98.7% | $13,880-99.5% | $4,645-98.4% |