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 | $25,894 | $93,346-72.3% | $71,796-63.9% | $273,961-90.5% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.1%-46.9pp | 83.0%-60.8pp |
| Annual return | 43.47% | 130.39%-86.9pp | 78.04%-34.6pp | 41.45%+2.0pp |
| Employer contribution / active EE | $1,293 | $2,733-52.7% | $1,924-32.8% | $4,869-73.4% |
| Participant deferral / active EE | $3,233 | $3,475-7.0% | $2,794+15.7% | $5,287-38.8% |
| Admin fee / account holder | $56 | $6,571-99.1% | $4,815-98.8% | $10,132-99.4% |