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 | $15,169 | $76,738-80.2% | $56,411-73.1% | $145,922-89.6% |
| Participation rate | 58.8% | 63.2%-4.4pp | 52.5%+6.4pp | 80.3%-21.5pp |
| Annual return | 14.44% | 2994.23%-2979.8pp | 1701.33%-1686.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $780 | $1,380-43.5% | $1,039-24.9% | $4,660-83.3% |
| Participant deferral / active EE | $1,712 | $2,623-34.7% | $1,952-12.3% | $6,688-74.4% |
| Admin fee / account holder | $250 | $3,334-92.5% | $2,829-91.1% | $13,397-98.1% |