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 | $15,804 | $91,190-82.7% | $178,490-91.1% | $79,858-80.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 27.83% | 24.19%+3.6pp | 151.07%-123.2pp | 31.71%-3.9pp |
| Employer contribution / active EE | $1,116 | $3,256-65.7% | $5,011-77.7% | $2,471-54.8% |
| Participant deferral / active EE | $1,729 | $3,236-46.6% | $5,202-66.8% | $3,740-53.8% |
| Admin fee / account holder | $93 | $6,751-98.6% | $13,984-99.3% | $5,306-98.3% |