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 | $24,947 | $80,717-69.1% | $154,803-83.9% | $84,808-70.6% |
| Participation rate | 61.8% | 66.8%-5.0pp | 78.1%-16.3pp | 68.3%-6.5pp |
| Annual return | 14.90% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,190 | $2,761-20.7% | $4,305-49.1% | $2,631-16.8% |
| Participant deferral / active EE | $2,049 | $3,303-38.0% | $5,540-63.0% | $4,212-51.4% |
| Admin fee / account holder | $142 | $6,746-97.9% | $14,329-99.0% | $7,344-98.1% |