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 | $21,740 | $73,515-70.4% | $62,995-65.5% | $147,584-85.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 20.24% | 175.43%-155.2pp | 87.57%-67.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,040 | $3,320-68.7% | $2,759-62.3% | $4,876-78.7% |
| Participant deferral / active EE | $6,085 | $4,185+45.4% | $3,329+82.8% | $5,439+11.9% |
| Admin fee / account holder | $26 | $5,953-99.6% | $3,600-99.3% | $10,885-99.8% |