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 | $29,813 | $162,781-81.7% | $133,956-77.7% | $158,922-81.2% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 17.36% | 41.94%-24.6pp | 45.09%-27.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,190 | $4,975-76.1% | $3,919-69.6% | $4,761-75.0% |
| Participant deferral / active EE | $3,642 | $5,911-38.4% | $5,048-27.8% | $5,982-39.1% |
| Admin fee / account holder | $158 | $11,736-98.7% | $8,927-98.2% | $11,246-98.6% |