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 | $17,758 | $108,172-83.6% | $77,482-77.1% | $158,922-88.8% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 14.88% | 31.67%-16.8pp | 54.79%-39.9pp | 302.83%-287.9pp |
| Employer contribution / active EE | $644 | $1,325-51.4% | $986-34.7% | $4,761-86.5% |
| Participant deferral / active EE | $1,477 | $2,456-39.9% | $1,861-20.6% | $5,982-75.3% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |