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 | $53,056 | $165,912-68.0% | $122,332-56.6% | $147,584-64.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 19.00% | 34.55%-15.6pp | 30.27%-11.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,450 | $5,754-74.8% | $4,050-64.2% | $4,876-70.3% |
| Participant deferral / active EE | $7,280 | $4,005+81.7% | $3,287+121.5% | $5,439+33.9% |
| Admin fee / account holder | $39 | $7,424-99.5% | $5,478-99.3% | $10,885-99.6% |