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 | $14,912 | $77,419-80.7% | $69,455-78.5% | $152,861-90.2% |
| Participation rate | 54.5% | 78.1%-23.6pp | 74.6%-20.1pp | 82.4%-27.9pp |
| Annual return | 24.68% | 39.06%-14.4pp | 28.97%-4.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,089 | $3,315-67.2% | $2,779-60.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,573 | $4,414-41.7% | $3,535-27.2% | $5,850-56.0% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |