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 | $15,257 | $91,190-83.3% | $178,490-91.5% | $79,858-80.9% |
| Participation rate | 51.1% | 69.2%-18.1pp | 81.9%-30.9pp | 69.6%-18.6pp |
| Annual return | 24.44% | 24.19%+0.2pp | 151.07%-126.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,558 | $3,256-52.1% | $5,011-68.9% | $2,471-36.9% |
| Participant deferral / active EE | $2,669 | $3,236-17.5% | $5,202-48.7% | $3,740-28.6% |
| Admin fee / account holder | $33 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |