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 | $28,636 | $52,519-45.5% | $155,790-81.6% | $59,632-52.0% |
| Participation rate | 60.4% | 61.7%-1.3pp | 76.1%-15.7pp | 68.7%-8.3pp |
| Annual return | 0.35% | 53.51%-53.2pp | 71.54%-71.2pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $413 | $1,589-74.0% | $3,836-89.2% | $2,203-81.2% |
| Participant deferral / active EE | $2,506 | $3,084-18.7% | $4,797-47.8% | $3,192-21.5% |
| Admin fee / account holder | $180 | $3,540-94.9% | $7,478-97.6% | $4,297-95.8% |