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 | $11,791 | $104,907-88.8% | $84,611-86.1% | $152,861-92.3% |
| Participation rate | 68.4% | 74.8%-6.4pp | 68.2%+0.2pp | 82.4%-14.0pp |
| Annual return | 31.50% | 373.79%-342.3pp | 258.74%-227.2pp | 345.32%-313.8pp |
| Employer contribution / active EE | $1,880 | $3,302-43.1% | $2,652-29.1% | $4,762-60.5% |
| Participant deferral / active EE | $3,316 | $4,688-29.3% | $3,899-14.9% | $5,850-43.3% |
| Admin fee / account holder | $146 | $6,241-97.7% | $4,912-97.0% | $11,596-98.7% |