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 | $21,407 | $99,079-78.4% | $77,999-72.6% | $273,961-92.2% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 10.94% | 217.93%-207.0pp | 425.96%-415.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,516 | $3,308-23.9% | $2,470+1.9% | $4,869-48.3% |
| Participant deferral / active EE | $4,161 | $4,306-3.4% | $3,497+19.0% | $5,287-21.3% |
| Admin fee / account holder | $117 | $8,954-98.7% | $5,480-97.9% | $10,132-98.8% |