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 | $48,428 | $107,015-54.7% | $73,545-34.2% | $147,584-67.2% |
| Participation rate | 27.3% | 66.4%-39.1pp | 54.9%-27.7pp | 82.8%-55.6pp |
| Annual return | 17.64% | 38.25%-20.6pp | -15.16%+32.8pp | 578.55%-560.9pp |
| Employer contribution / active EE | $167 | $1,760-90.5% | $1,219-86.3% | $4,876-96.6% |
| Participant deferral / active EE | $1,754 | $2,462-28.7% | $1,806-2.9% | $5,439-67.7% |
| Admin fee / account holder | $24 | $3,055-99.2% | $2,320-99.0% | $10,885-99.8% |