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 | $39,181 | $98,750-60.3% | $149,696-73.8% | $79,858-50.9% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | 22.61% | 27.43%-4.8pp | 276.60%-254.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,126 | $3,216-33.9% | $4,644-54.2% | $2,471-14.0% |
| Participant deferral / active EE | $3,645 | $5,680-35.8% | $6,842-46.7% | $3,740-2.6% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |