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 | $14,720 | $65,685-77.6% | $57,179-74.3% | $273,961-94.6% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 4.47% | 21.99%-17.5pp | 14.59%-10.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,776 | $3,279-45.8% | $2,682-33.8% | $4,869-63.5% |
| Participant deferral / active EE | $2,056 | $3,782-45.6% | $3,096-33.6% | $5,287-61.1% |
| Admin fee / account holder | $91 | $4,835-98.1% | $3,139-97.1% | $10,132-99.1% |