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 | $21,092 | $48,046-56.1% | $84,611-75.1% | $72,985-71.1% |
| Participation rate | 48.8% | 57.6%-8.8pp | 68.2%-19.5pp | 69.5%-20.7pp |
| Annual return | 23.24% | 37.38%-14.1pp | 258.74%-235.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $858 | $1,602-46.4% | $2,652-67.6% | $2,440-64.8% |
| Participant deferral / active EE | $2,644 | $2,680-1.3% | $3,899-32.2% | $3,607-26.7% |
| Admin fee / account holder | $191 | $3,395-94.4% | $4,912-96.1% | $5,124-96.3% |