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 | $26,073 | $118,680-78.0% | $98,907-73.6% | $158,922-83.6% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 19.14% | 372.35%-353.2pp | 196.43%-177.3pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,149 | $3,333-65.5% | $2,689-57.3% | $4,761-75.9% |
| Participant deferral / active EE | $1,679 | $5,088-67.0% | $4,244-60.4% | $5,982-71.9% |
| Admin fee / account holder | $227 | $10,131-97.8% | $6,642-96.6% | $11,246-98.0% |