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 | $21,349 | $77,634-72.5% | $156,549-86.4% | $62,891-66.1% |
| Participation rate | 63.9% | 71.2%-7.3pp | 84.0%-20.1pp | 69.3%-5.4pp |
| Annual return | 7.51% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $523 | $3,444-84.8% | $5,501-90.5% | $2,281-77.1% |
| Participant deferral / active EE | $1,716 | $3,045-43.6% | $4,871-64.8% | $3,203-46.4% |
| Admin fee / account holder | $260 | $5,561-95.3% | $13,027-98.0% | $4,296-93.9% |