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 | $27,401 | $84,233-67.5% | $170,442-83.9% | $70,131-60.9% |
| Participation rate | 42.4% | 70.8%-28.4pp | 83.6%-41.2pp | 69.5%-27.1pp |
| Annual return | 37.09% | 23.06%+14.0pp | 205.93%-168.8pp | 73.14%-36.1pp |
| Employer contribution / active EE | $1,290 | $3,387-61.9% | $5,433-76.3% | $2,342-44.9% |
| Participant deferral / active EE | $1,981 | $3,086-35.8% | $4,939-59.9% | $3,332-40.5% |
| Admin fee / account holder | $140 | $5,698-97.5% | $13,880-99.0% | $4,645-97.0% |