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 | $18,500 | $69,207-73.3% | $64,056-71.1% | $139,434-86.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.93% | 45.88%-28.0pp | 33.69%-15.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,952 | $3,182-38.7% | $2,747-28.9% | $4,751-58.9% |
| Participant deferral / active EE | $2,758 | $4,682-41.1% | $3,880-28.9% | $6,710-58.9% |
| Admin fee / account holder | $37 | $4,244-99.1% | $3,068-98.8% | $11,403-99.7% |