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 | $31,031 | $99,652-68.9% | $78,778-60.6% | $147,584-79.0% |
| Participation rate | 7.1% | 76.2%-69.1pp | 69.2%-62.0pp | 82.8%-75.7pp |
| Annual return | 61.22% | 47.28%+13.9pp | 35.62%+25.6pp | 578.55%-517.3pp |
| Employer contribution / active EE | $802 | $2,796-71.3% | $1,986-59.6% | $4,876-83.5% |
| Participant deferral / active EE | $1,003 | $3,664-72.6% | $2,958-66.1% | $5,439-81.6% |
| Admin fee / account holder | $43 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |