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 | $20,039 | $91,037-78.0% | $71,671-72.0% | $147,584-86.4% |
| Participation rate | 64.3% | 76.1%-11.8pp | 68.7%-4.5pp | 82.8%-18.5pp |
| Annual return | 30.45% | 20.48%+10.0pp | 20.65%+9.8pp | 578.55%-548.1pp |
| Employer contribution / active EE | $2,063 | $3,327-38.0% | $2,460-16.1% | $4,876-57.7% |
| Participant deferral / active EE | $4,306 | $4,498-4.3% | $3,438+25.2% | $5,439-20.8% |
| Admin fee / account holder | $49 | $8,613-99.4% | $5,558-99.1% | $10,885-99.5% |