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 | $27,768 | $115,770-76.0% | $101,248-72.6% | $158,922-82.5% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 15.16% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,259 | $4,175-69.8% | $3,660-65.6% | $4,761-73.5% |
| Participant deferral / active EE | $2,575 | $4,957-48.1% | $4,370-41.1% | $5,982-57.0% |
| Admin fee / account holder | $247 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |