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 | $49,460 | $152,587-67.6% | $125,175-60.5% | $152,861-67.6% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.4%-39.6pp |
| Annual return | 20.87% | 54.84%-34.0pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,234 | $4,946-75.1% | $3,865-68.1% | $4,762-74.1% |
| Participant deferral / active EE | $3,198 | $5,868-45.5% | $4,937-35.2% | $5,850-45.3% |
| Admin fee / account holder | $75 | $13,434-99.4% | $9,702-99.2% | $11,596-99.4% |