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 | $22,801 | $54,541-58.2% | $78,778-71.1% | $70,131-67.5% |
| Participation rate | 60.0% | 60.8%-0.8pp | 69.2%-9.2pp | 69.5%-9.5pp |
| Annual return | 26.49% | 21.07%+5.4pp | 35.62%-9.1pp | 73.14%-46.7pp |
| Employer contribution / active EE | $1,400 | $1,089+28.6% | $1,986-29.5% | $2,342-40.2% |
| Participant deferral / active EE | $2,544 | $2,210+15.1% | $2,958-14.0% | $3,332-23.7% |
| Admin fee / account holder | $186 | $3,709-95.0% | $5,134-96.4% | $4,645-96.0% |