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 | $22,497 | $57,354-60.8% | $83,848-73.2% | $64,186-65.0% |
| Participation rate | 47.1% | 68.6%-21.5pp | 76.1%-29.1pp | 69.6%-22.5pp |
| Annual return | 171.76% | 11.38%+160.4pp | 850.88%-679.1pp | 7.63%+164.1pp |
| Employer contribution / active EE | $1,034 | $2,545-59.4% | $3,631-71.5% | $2,381-56.6% |
| Participant deferral / active EE | $2,295 | $2,993-23.3% | $4,082-43.8% | $3,470-33.8% |
| Admin fee / account holder | $122 | $4,046-97.0% | $5,478-97.8% | $4,888-97.5% |