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 | $19,533 | $104,486-81.3% | $76,817-74.6% | $152,861-87.2% |
| Participation rate | 46.2% | 76.6%-30.4pp | 72.1%-25.9pp | 82.4%-36.3pp |
| Annual return | 18.50% | 1013.37%-994.9pp | 1166.11%-1147.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,668 | $3,116-14.4% | $2,302+15.9% | $4,762-44.0% |
| Participant deferral / active EE | $1,950 | $4,236-54.0% | $3,336-41.6% | $5,850-66.7% |
| Admin fee / account holder | $177 | $12,275-98.6% | $6,420-97.2% | $11,596-98.5% |