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 | $57,030 | $98,750-42.2% | $149,696-61.9% | $79,858-28.6% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.6pp | 69.6%-1.8pp |
| Annual return | 14.01% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,704 | $3,216-47.0% | $4,644-63.3% | $2,471-31.0% |
| Participant deferral / active EE | $3,870 | $5,680-31.9% | $6,842-43.4% | $3,740+3.5% |
| Admin fee / account holder | $67 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |