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 | $11,308 | $158,398-92.9% | $126,539-91.1% | $142,382-92.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 14.78% | 593.76%-579.0pp | 425.95%-411.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $915 | $4,650-80.3% | $3,674-75.1% | $4,299-78.7% |
| Participant deferral / active EE | $3,004 | $4,767-37.0% | $4,083-26.4% | $6,507-53.8% |
| Admin fee / account holder | $300 | $6,918-95.7% | $6,065-95.1% | $12,624-97.6% |