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 | $17,198 | $84,233-79.6% | $170,442-89.9% | $70,131-75.5% |
| Participation rate | 59.1% | 70.8%-11.7pp | 83.6%-24.5pp | 69.5%-10.5pp |
| Annual return | 25.92% | 23.06%+2.9pp | 205.93%-180.0pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,687 | $3,387-50.2% | $5,433-68.9% | $2,342-28.0% |
| Participant deferral / active EE | $1,918 | $3,086-37.8% | $4,939-61.2% | $3,332-42.4% |
| Admin fee / account holder | $188 | $5,698-96.7% | $13,880-98.6% | $4,645-96.0% |