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 | $17,486 | $105,859-83.5% | $90,160-80.6% | $147,584-88.2% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 53.44% | 37.63%+15.8pp | 34.88%+18.6pp | 578.55%-525.1pp |
| Employer contribution / active EE | $1,980 | $4,126-52.0% | $3,318-40.3% | $4,876-59.4% |
| Participant deferral / active EE | $4,440 | $5,733-22.6% | $5,288-16.0% | $5,439-18.4% |
| Admin fee / account holder | $37 | $8,046-99.5% | $5,943-99.4% | $10,885-99.7% |