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 | $62,455 | $85,766-27.2% | $136,294-54.2% | $70,131-10.9% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.0pp | 69.5%-5.7pp |
| Annual return | 14.94% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $543 | $2,966-81.7% | $4,695-88.4% | $2,342-76.8% |
| Participant deferral / active EE | $2,332 | $5,051-53.8% | $6,247-62.7% | $3,332-30.0% |
| Admin fee / account holder | $57 | $5,420-99.0% | $9,243-99.4% | $4,645-98.8% |