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 | $21,195 | $63,346-66.5% | $92,233-77.0% | $70,131-69.8% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 29.35% | 530.12%-500.8pp | 176.28%-146.9pp | 73.14%-43.8pp |
| Employer contribution / active EE | $1,184 | $2,471-52.1% | $3,679-67.8% | $2,342-49.4% |
| Participant deferral / active EE | $1,631 | $2,854-42.8% | $3,897-58.1% | $3,332-51.0% |
| Admin fee / account holder | $13 | $3,840-99.7% | $5,194-99.7% | $4,645-99.7% |