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 | $19,940 | $112,881-82.3% | $90,951-78.1% | $158,922-87.5% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 12.52% | 215.79%-203.3pp | 134.60%-122.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $787 | $2,893-72.8% | $2,122-62.9% | $4,761-83.5% |
| Participant deferral / active EE | $1,887 | $4,128-54.3% | $3,373-44.1% | $5,982-68.5% |
| Admin fee / account holder | $163 | $8,041-98.0% | $5,959-97.3% | $11,246-98.5% |