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 | $28,252 | $95,416-70.4% | $185,823-84.8% | $85,850-67.1% |
| Participation rate | 68.8% | 68.8%0pp | 81.7%-13.0pp | 69.3%-0.6pp |
| Annual return | 19.98% | 23.59%-3.6pp | 122.05%-102.1pp | 318.53%-298.5pp |
| Employer contribution / active EE | $1,527 | $3,314-53.9% | $5,167-70.5% | $2,565-40.5% |
| Participant deferral / active EE | $3,327 | $3,423-2.8% | $5,568-40.2% | $3,952-15.8% |
| Admin fee / account holder | $92 | $7,213-98.7% | $16,237-99.4% | $6,260-98.5% |