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 | $19,024 | $27,915-31.9% | $58,482-67.5% | $75,163-74.7% |
| Participation rate | 59.5% | 38.8%+20.6pp | 50.9%+8.6pp | 67.2%-7.7pp |
| Annual return | 22.38% | 44.20%-21.8pp | 4239.32%-4216.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $692 | $669+3.5% | $1,053-34.3% | $2,670-74.1% |
| Participant deferral / active EE | $2,158 | $1,201+79.7% | $1,924+12.2% | $4,125-47.7% |
| Admin fee / account holder | $98 | $1,726-94.3% | $2,516-96.1% | $5,651-98.3% |