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 | $19,363 | $102,966-81.2% | $90,281-78.6% | $152,861-87.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 26.57% | 95.16%-68.6pp | 78.10%-51.5pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,387 | $3,139-55.8% | $2,854-51.4% | $4,762-70.9% |
| Participant deferral / active EE | $1,733 | $4,281-59.5% | $3,885-55.4% | $5,850-70.4% |
| Admin fee / account holder | $140 | $6,171-97.7% | $5,351-97.4% | $11,596-98.8% |