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 | $28,222 | $84,233-66.5% | $170,442-83.4% | $70,131-59.8% |
| Participation rate | 56.3% | 70.8%-14.6pp | 83.6%-27.3pp | 69.5%-13.3pp |
| Annual return | 27.43% | 23.06%+4.4pp | 205.93%-178.5pp | 73.14%-45.7pp |
| Employer contribution / active EE | $1,255 | $3,387-62.9% | $5,433-76.9% | $2,342-46.4% |
| Participant deferral / active EE | $1,722 | $3,086-44.2% | $4,939-65.1% | $3,332-48.3% |
| Admin fee / account holder | $192 | $5,698-96.6% | $13,880-98.6% | $4,645-95.9% |