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 | $25,647 | $77,899-67.1% | $149,673-82.9% | $75,163-65.9% |
| Participation rate | 46.3% | 65.6%-19.3pp | 78.8%-32.5pp | 67.2%-20.9pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $713 | $3,137-77.3% | $4,818-85.2% | $2,670-73.3% |
| Participant deferral / active EE | $1,273 | $3,411-62.7% | $5,680-77.6% | $4,125-69.1% |
| Admin fee / account holder | $297 | $5,956-95.0% | $13,210-97.8% | $5,651-94.7% |