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 | $13,571 | $100,901-86.6% | $75,670-82.1% | $147,584-90.8% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 18.97% | 35.78%-16.8pp | 27.34%-8.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $711 | $3,253-78.1% | $2,352-69.7% | $4,876-85.4% |
| Participant deferral / active EE | $2,043 | $4,027-49.3% | $3,142-35.0% | $5,439-62.4% |
| Admin fee / account holder | $39 | $11,285-99.7% | $5,800-99.3% | $10,885-99.6% |