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 | $19,422 | $65,365-70.3% | $92,893-79.1% | $72,985-73.4% |
| Participation rate | 59.6% | 68.3%-8.7pp | 76.0%-16.4pp | 69.5%-9.9pp |
| Annual return | 27.70% | 42.10%-14.4pp | 109.41%-81.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,057 | $2,594-59.2% | $3,653-71.0% | $2,440-56.7% |
| Participant deferral / active EE | $2,179 | $3,128-30.4% | $4,236-48.6% | $3,607-39.6% |
| Admin fee / account holder | $48 | $4,251-98.9% | $5,794-99.2% | $5,124-99.1% |