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 | $24,820 | $60,124-58.7% | $90,404-72.5% | $79,858-68.9% |
| Participation rate | 46.7% | 65.0%-18.3pp | 72.7%-26.0pp | 69.6%-23.0pp |
| Annual return | 15.73% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $252 | $2,068-87.8% | $3,262-92.3% | $2,471-89.8% |
| Participant deferral / active EE | $1,659 | $2,938-43.5% | $3,963-58.1% | $3,740-55.6% |
| Admin fee / account holder | $169 | $3,976-95.8% | $5,611-97.0% | $5,306-96.8% |