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 6-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 | $16,946 | $95,416-82.2% | $185,823-90.9% | $85,850-80.3% |
| Participation rate | 46.7% | 68.8%-22.1pp | 81.7%-35.0pp | 69.3%-22.6pp |
| Annual return | 15.97% | 23.59%-7.6pp | 122.05%-106.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $540 | $3,314-83.7% | $5,167-89.6% | $2,565-78.9% |
| Participant deferral / active EE | $2,272 | $3,423-33.6% | $5,568-59.2% | $3,952-42.5% |
| Admin fee / account holder | $185 | $7,213-97.4% | $16,237-98.9% | $6,260-97.1% |