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 | $31,645 | $77,899-59.4% | $149,673-78.9% | $75,163-57.9% |
| Participation rate | 61.8% | 65.6%-3.8pp | 78.8%-16.9pp | 67.2%-5.4pp |
| Annual return | 20.44% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $378 | $3,137-88.0% | $4,818-92.2% | $2,670-85.8% |
| Participant deferral / active EE | $2,836 | $3,411-16.9% | $5,680-50.1% | $4,125-31.3% |
| Admin fee / account holder | $137 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |