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 | $17,621 | $38,595-54.3% | $80,004-78.0% | $52,331-66.3% |
| Participation rate | 53.5% | 64.5%-11.0pp | 73.0%-19.5pp | 68.1%-14.6pp |
| Annual return | 67.68% | 2.04%+65.6pp | 7.63%+60.0pp | 4.54%+63.1pp |
| Employer contribution / active EE | $1,346 | $1,133+18.8% | $2,473-45.6% | $1,882-28.5% |
| Participant deferral / active EE | $2,755 | $2,318+18.8% | $3,204-14.0% | $3,022-8.8% |
| Admin fee / account holder | $74 | $304-75.6% | $5,033-98.5% | $592-87.5% |