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 | $26,270 | $95,416-72.5% | $185,823-85.9% | $85,850-69.4% |
| Participation rate | 64.1% | 68.8%-4.7pp | 81.7%-17.6pp | 69.3%-5.2pp |
| Annual return | 29.84% | 23.59%+6.3pp | 122.05%-92.2pp | 318.53%-288.7pp |
| Employer contribution / active EE | $1,882 | $3,314-43.2% | $5,167-63.6% | $2,565-26.6% |
| Participant deferral / active EE | $2,573 | $3,423-24.8% | $5,568-53.8% | $3,952-34.9% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |