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 | $10,900 | $72,071-84.9% | $68,368-84.1% | $137,256-92.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 22.11% | 353.14%-331.0pp | 292.57%-270.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,199 | $2,788-57.0% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $1,736 | $4,410-60.6% | $4,123-57.9% | $6,407-72.9% |
| Admin fee / account holder | $222 | $5,336-95.8% | $5,150-95.7% | $12,270-98.2% |