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 | $19,951 | $63,346-68.5% | $92,233-78.4% | $70,131-71.6% |
| Participation rate | 62.3% | 68.7%-6.4pp | 76.5%-14.2pp | 69.5%-7.2pp |
| Annual return | 16.83% | 530.12%-513.3pp | 176.28%-159.5pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,165 | $2,471-52.8% | $3,679-68.3% | $2,342-50.3% |
| Participant deferral / active EE | $1,532 | $2,854-46.3% | $3,897-60.7% | $3,332-54.0% |
| Admin fee / account holder | $254 | $3,840-93.4% | $5,194-95.1% | $4,645-94.5% |