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 | $17,116 | $60,124-71.5% | $90,404-81.1% | $79,858-78.6% |
| Participation rate | 30.0% | 65.0%-35.0pp | 72.7%-42.7pp | 69.6%-39.6pp |
| Annual return | 20.68% | 71.94%-51.3pp | 1293.02%-1272.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $696 | $2,068-66.3% | $3,262-78.7% | $2,471-71.8% |
| Participant deferral / active EE | $782 | $2,938-73.4% | $3,963-80.3% | $3,740-79.1% |
| Admin fee / account holder | $155 | $3,976-96.1% | $5,611-97.2% | $5,306-97.1% |