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 | $14,128 | $69,518-79.7% | $59,878-76.4% | $135,375-89.6% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.7%-9.5pp | 82.6%-17.4pp |
| Annual return | 9.62% | 7.94%+1.7pp | 3.46%+6.2pp | 519.73%-510.1pp |
| Employer contribution / active EE | $4,661 | $3,235+44.1% | $2,722+71.3% | $4,779-2.5% |
| Participant deferral / active EE | $783 | $4,206-81.4% | $3,402-77.0% | $5,609-86.0% |
| Admin fee / account holder | $5 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |