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 | $28,129 | $104,907-73.2% | $84,611-66.8% | $152,861-81.6% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 29.16% | 373.79%-344.6pp | 258.74%-229.6pp | 345.32%-316.2pp |
| Employer contribution / active EE | $1,857 | $3,302-43.8% | $2,652-30.0% | $4,762-61.0% |
| Participant deferral / active EE | $2,578 | $4,688-45.0% | $3,899-33.9% | $5,850-55.9% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |