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 | $24,163 | $77,634-68.9% | $156,549-84.6% | $62,891-61.6% |
| Participation rate | 22.9% | 71.2%-48.3pp | 84.0%-61.2pp | 69.3%-46.4pp |
| Annual return | 8.79% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $458 | $3,444-86.7% | $5,501-91.7% | $2,281-79.9% |
| Participant deferral / active EE | $1,342 | $3,045-55.9% | $4,871-72.4% | $3,203-58.1% |
| Admin fee / account holder | $136 | $5,561-97.5% | $13,027-99.0% | $4,296-96.8% |