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 | $53,242 | $91,190-41.6% | $178,490-70.2% | $79,858-33.3% |
| Participation rate | 52.0% | 69.2%-17.2pp | 81.9%-29.9pp | 69.6%-17.6pp |
| Annual return | 16.53% | 24.19%-7.7pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,720 | $3,256-47.2% | $5,011-65.7% | $2,471-30.4% |
| Participant deferral / active EE | $2,875 | $3,236-11.2% | $5,202-44.7% | $3,740-23.1% |
| Admin fee / account holder | $33 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |