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 | $23,521 | $100,901-76.7% | $75,670-68.9% | $147,584-84.1% |
| Participation rate | 62.5% | 77.1%-14.6pp | 72.3%-9.8pp | 82.8%-20.3pp |
| Annual return | 13.97% | 35.78%-21.8pp | 27.34%-13.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,287 | $3,253-60.5% | $2,352-45.3% | $4,876-73.6% |
| Participant deferral / active EE | $12,673 | $4,027+214.7% | $3,142+303.3% | $5,439+133.0% |
| Admin fee / account holder | $37 | $11,285-99.7% | $5,800-99.4% | $10,885-99.7% |