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 | $23,473 | $102,966-77.2% | $90,281-74.0% | $152,861-84.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.02% | 95.16%-70.1pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $982 | $3,139-68.7% | $2,854-65.6% | $4,762-79.4% |
| Participant deferral / active EE | $2,162 | $4,281-49.5% | $3,885-44.4% | $5,850-63.1% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |