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 | $28,017 | $67,411-58.4% | $91,001-69.2% | $70,131-60.1% |
| Participation rate | 60.7% | 71.4%-10.7pp | 75.6%-14.9pp | 69.5%-8.9pp |
| Annual return | 20.30% | -40.16%+60.5pp | 4.60%+15.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $3,397 | $1,786+90.2% | $2,456+38.3% | $2,342+45.0% |
| Participant deferral / active EE | $3,658 | $2,823+29.6% | $3,547+3.1% | $3,332+9.8% |
| Admin fee / account holder | $191 | $4,236-95.5% | $5,417-96.5% | $4,645-95.9% |