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 | $23,670 | $84,233-71.9% | $170,442-86.1% | $70,131-66.2% |
| Participation rate | 58.1% | 70.8%-12.8pp | 83.6%-25.5pp | 69.5%-11.5pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $860 | $3,387-74.6% | $5,433-84.2% | $2,342-63.3% |
| Participant deferral / active EE | $1,255 | $3,086-59.3% | $4,939-74.6% | $3,332-62.3% |
| Admin fee / account holder | $199 | $5,698-96.5% | $13,880-98.6% | $4,645-95.7% |