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 | $16,984 | $77,899-78.2% | $149,673-88.7% | $75,163-77.4% |
| Participation rate | 48.1% | 65.6%-17.4pp | 78.8%-30.6pp | 67.2%-19.0pp |
| Annual return | 23.44% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,027 | $3,137-67.3% | $4,818-78.7% | $2,670-61.5% |
| Participant deferral / active EE | $1,900 | $3,411-44.3% | $5,680-66.6% | $4,125-53.9% |
| Admin fee / account holder | $66 | $5,956-98.9% | $13,210-99.5% | $5,651-98.8% |