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 | $13,408 | $69,518-80.7% | $59,878-77.6% | $135,375-90.1% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.7%-37.2pp | 82.6%-45.1pp |
| Annual return | 15.12% | 7.94%+7.2pp | 3.46%+11.7pp | 519.73%-504.6pp |
| Employer contribution / active EE | $1,100 | $3,235-66.0% | $2,722-59.6% | $4,779-77.0% |
| Participant deferral / active EE | $2,175 | $4,206-48.3% | $3,402-36.1% | $5,609-61.2% |
| Admin fee / account holder | $5 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |