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 | $24,115 | $81,632-70.5% | $70,449-65.8% | $158,922-84.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 6.42% | 208.40%-202.0pp | 109.03%-102.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,199 | $3,217-62.7% | $2,737-56.2% | $4,761-74.8% |
| Participant deferral / active EE | $3,217 | $4,554-29.4% | $3,709-13.3% | $5,982-46.2% |
| Admin fee / account holder | $20 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |