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 | $24,707 | $46,869-47.3% | $122,332-79.8% | $70,131-64.8% |
| Participation rate | 61.5% | 58.2%+3.3pp | 71.6%-10.1pp | 69.5%-8.0pp |
| Annual return | 23.21% | 24.22%-1.0pp | 30.27%-7.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,569 | $1,288+21.8% | $4,050-61.3% | $2,342-33.0% |
| Participant deferral / active EE | $3,267 | $2,166+50.8% | $3,287-0.6% | $3,332-1.9% |
| Admin fee / account holder | $82 | $3,322-97.5% | $5,478-98.5% | $4,645-98.2% |