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 | $16,719 | $56,054-70.2% | $171,082-90.2% | $62,891-73.4% |
| Participation rate | 41.2% | 62.9%-21.7pp | 76.7%-35.5pp | 69.3%-28.1pp |
| Annual return | 16.00% | 22.52%-6.5pp | 32.56%-16.6pp | 20.14%-4.1pp |
| Employer contribution / active EE | $1,075 | $1,731-37.9% | $4,002-73.1% | $2,281-52.9% |
| Participant deferral / active EE | $2,344 | $3,158-25.8% | $4,797-51.1% | $3,203-26.8% |
| Admin fee / account holder | $57 | $3,647-98.4% | $8,520-99.3% | $4,296-98.7% |