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 | $23,654 | $101,069-76.6% | $81,478-71.0% | $147,584-84.0% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 25.24% | 32.40%-7.2pp | 38.78%-13.5pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,466 | $3,205-54.3% | $2,568-42.9% | $4,876-69.9% |
| Participant deferral / active EE | $2,013 | $4,242-52.5% | $3,537-43.1% | $5,439-63.0% |
| Admin fee / account holder | $66 | $5,812-98.9% | $4,561-98.6% | $10,885-99.4% |