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 | $43,427 | $78,672-44.8% | $109,143-60.2% | $85,850-49.4% |
| Participation rate | 47.7% | 68.3%-20.6pp | 75.9%-28.2pp | 69.3%-21.6pp |
| Annual return | 17.72% | 25.09%-7.4pp | 25.75%-8.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,164 | $2,735-57.5% | $3,722-68.7% | $2,565-54.6% |
| Participant deferral / active EE | $1,586 | $3,467-54.3% | $4,653-65.9% | $3,952-59.9% |
| Admin fee / account holder | $144 | $5,469-97.4% | $6,752-97.9% | $6,260-97.7% |