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 | $22,404 | $63,861-64.9% | $104,607-78.6% | $79,858-71.9% |
| Participation rate | 57.1% | 64.9%-7.8pp | 74.1%-16.9pp | 69.6%-12.5pp |
| Annual return | 26.58% | 21.30%+5.3pp | 340.46%-313.9pp | 31.71%-5.1pp |
| Employer contribution / active EE | $874 | $1,588-45.0% | $2,681-67.4% | $2,471-64.6% |
| Participant deferral / active EE | $1,450 | $2,693-46.2% | $3,740-61.2% | $3,740-61.2% |
| Admin fee / account holder | $144 | $4,185-96.6% | $6,473-97.8% | $5,306-97.3% |