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 | $14,345 | $65,685-78.2% | $57,179-74.9% | $273,961-94.8% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 8.89% | 21.99%-13.1pp | 14.59%-5.7pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,224 | $3,279-62.7% | $2,682-54.4% | $4,869-74.9% |
| Participant deferral / active EE | $1,438 | $3,782-62.0% | $3,096-53.6% | $5,287-72.8% |
| Admin fee / account holder | $24 | $4,835-99.5% | $3,139-99.2% | $10,132-99.8% |