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 | $46,542 | $99,985-53.5% | $146,665-68.3% | $85,850-45.8% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 19.86% | 18.93%+0.9pp | 22.74%-2.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $1,042 | $2,559-59.3% | $4,136-74.8% | $2,565-59.4% |
| Participant deferral / active EE | $2,128 | $4,006-46.9% | $5,506-61.3% | $3,952-46.1% |
| Admin fee / account holder | $156 | $7,702-98.0% | $10,280-98.5% | $6,260-97.5% |