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 | $29,302 | $102,966-71.5% | $90,281-67.5% | $152,861-80.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 22.51% | 95.16%-72.7pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $992 | $3,139-68.4% | $2,854-65.2% | $4,762-79.2% |
| Participant deferral / active EE | $1,560 | $4,281-63.6% | $3,885-59.8% | $5,850-73.3% |
| Admin fee / account holder | $47 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |