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 | $33,985 | $162,781-79.1% | $133,956-74.6% | $158,922-78.6% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 17.19% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,375 | $4,975-72.4% | $3,919-64.9% | $4,761-71.1% |
| Participant deferral / active EE | $1,938 | $5,911-67.2% | $5,048-61.6% | $5,982-67.6% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |