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 | $21,593 | $227,553-90.5% | $189,557-88.6% | $167,490-87.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.4%-14.2pp | 82.1%-17.8pp |
| Annual return | 14.30% | 78.40%-64.1pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,596 | $5,316-70.0% | $4,412-63.8% | $4,837-67.0% |
| Participant deferral / active EE | $1,494 | $7,002-78.7% | $6,174-75.8% | $6,341-76.4% |
| Admin fee / account holder | $25 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |