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 | $25,704 | $85,202-69.8% | $172,739-85.1% | $72,985-64.8% |
| Participation rate | 53.5% | 70.1%-16.6pp | 82.6%-29.2pp | 69.5%-16.0pp |
| Annual return | 16.57% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,601 | $3,324-51.8% | $5,143-68.9% | $2,440-34.4% |
| Participant deferral / active EE | $1,205 | $3,260-63.0% | $5,198-76.8% | $3,607-66.6% |
| Admin fee / account holder | $188 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |