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 | $25,258 | $77,634-67.5% | $156,549-83.9% | $62,891-59.8% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 10.66% | 50.32%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,947 | $3,444-14.4% | $5,501-46.4% | $2,281+29.2% |
| Participant deferral / active EE | $5,598 | $3,045+83.8% | $4,871+14.9% | $3,203+74.8% |
| Admin fee / account holder | $65 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |