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 | $23,305 | $118,919-80.4% | $88,538-73.7% | $152,861-84.8% |
| Participation rate | 68.4% | 73.4%-5.0pp | 68.7%-0.3pp | 82.4%-14.0pp |
| Annual return | 27.00% | 47.92%-20.9pp | 43.64%-16.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,270 | $2,669-52.4% | $2,098-39.5% | $4,762-73.3% |
| Participant deferral / active EE | $1,913 | $3,549-46.1% | $2,914-34.4% | $5,850-67.3% |
| Admin fee / account holder | $4 | $5,876-99.9% | $4,310-99.9% | $11,596-100.0% |