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 | $23,281 | $102,966-77.4% | $90,281-74.2% | $152,861-84.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 21.26% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,890 | $3,139-39.8% | $2,854-33.8% | $4,762-60.3% |
| Participant deferral / active EE | $2,322 | $4,281-45.8% | $3,885-40.2% | $5,850-60.3% |
| Admin fee / account holder | $208 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |