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 | $37,819 | $162,781-76.8% | $133,956-71.8% | $158,922-76.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 22.53% | 41.94%-19.4pp | 45.09%-22.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,125 | $4,975-57.3% | $3,919-45.8% | $4,761-55.4% |
| Participant deferral / active EE | $3,694 | $5,911-37.5% | $5,048-26.8% | $5,982-38.3% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |