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 | $10,719 | $37,426-71.4% | $77,482-86.2% | $79,858-86.6% |
| Participation rate | 59.8% | 41.5%+18.3pp | 54.2%+5.6pp | 69.6%-9.8pp |
| Annual return | 21.86% | 39.70%-17.8pp | 54.79%-32.9pp | 31.71%-9.9pp |
| Employer contribution / active EE | $930 | $637+46.1% | $986-5.7% | $2,471-62.4% |
| Participant deferral / active EE | $1,438 | $1,260+14.1% | $1,861-22.7% | $3,740-61.6% |
| Admin fee / account holder | $137 | $2,504-94.5% | $2,858-95.2% | $5,306-97.4% |