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 | $35,183 | $92,222-61.8% | $76,768-54.2% | $135,375-74.0% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | 14.20% | 5.46%+8.7pp | 2.43%+11.8pp | 519.73%-505.5pp |
| Employer contribution / active EE | $1,274 | $3,216-60.4% | $2,485-48.7% | $4,779-73.3% |
| Participant deferral / active EE | $1,471 | $4,509-67.4% | $3,852-61.8% | $5,609-73.8% |
| Admin fee / account holder | $13 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |