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 | $26,607 | $96,484-72.4% | $75,886-64.9% | $152,861-82.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 69.3%-21.7pp | 82.4%-34.8pp |
| Annual return | 24.45% | 33.98%-9.5pp | 30.76%-6.3pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,014 | $3,309-69.4% | $2,500-59.4% | $4,762-78.7% |
| Participant deferral / active EE | $1,835 | $4,553-59.7% | $3,603-49.1% | $5,850-68.6% |
| Admin fee / account holder | $20 | $8,078-99.8% | $5,418-99.6% | $11,596-99.8% |