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 | $31,088 | $91,190-65.9% | $178,490-82.6% | $79,858-61.1% |
| Participation rate | 52.4% | 69.2%-16.8pp | 81.9%-29.5pp | 69.6%-17.3pp |
| Annual return | 11.87% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $718 | $3,256-77.9% | $5,011-85.7% | $2,471-70.9% |
| Participant deferral / active EE | $1,217 | $3,236-62.4% | $5,202-76.6% | $3,740-67.5% |
| Admin fee / account holder | $219 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |