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 | $17,749 | $91,190-80.5% | $178,490-90.1% | $79,858-77.8% |
| Participation rate | 54.1% | 69.2%-15.1pp | 81.9%-27.8pp | 69.6%-15.5pp |
| Annual return | 14.80% | 24.19%-9.4pp | 151.07%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $624 | $3,256-80.8% | $5,011-87.5% | $2,471-74.7% |
| Participant deferral / active EE | $1,356 | $3,236-58.1% | $5,202-73.9% | $3,740-63.7% |
| Admin fee / account holder | $222 | $6,751-96.7% | $13,984-98.4% | $5,306-95.8% |