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 | $18,607 | $91,037-79.6% | $71,671-74.0% | $147,584-87.4% |
| Participation rate | 33.3% | 76.1%-42.8pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 21.52% | 20.48%+1.0pp | 20.65%+0.9pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,051 | $3,327-68.4% | $2,460-57.3% | $4,876-78.4% |
| Participant deferral / active EE | $1,186 | $4,498-73.6% | $3,438-65.5% | $5,439-78.2% |
| Admin fee / account holder | $105 | $8,613-98.8% | $5,558-98.1% | $10,885-99.0% |