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 | $20,293 | $100,901-79.9% | $75,670-73.2% | $147,584-86.3% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 14.66% | 35.78%-21.1pp | 27.34%-12.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,238 | $3,253-62.0% | $2,352-47.4% | $4,876-74.6% |
| Participant deferral / active EE | $1,616 | $4,027-59.9% | $3,142-48.6% | $5,439-70.3% |
| Admin fee / account holder | $26 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |