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 | $12,553 | $65,685-80.9% | $57,179-78.0% | $273,961-95.4% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 21.45% | 21.99%-0.5pp | 14.59%+6.9pp | 41.45%-20.0pp |
| Employer contribution / active EE | $2,217 | $3,279-32.4% | $2,682-17.3% | $4,869-54.5% |
| Participant deferral / active EE | $3,939 | $3,782+4.2% | $3,096+27.2% | $5,287-25.5% |
| Admin fee / account holder | $184 | $4,835-96.2% | $3,139-94.2% | $10,132-98.2% |