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 | $35,895 | $83,477-57.0% | $125,175-71.3% | $72,985-50.8% |
| Participation rate | 60.7% | 73.3%-12.6pp | 79.8%-19.1pp | 69.5%-8.8pp |
| Annual return | 22.89% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,288 | $2,345-45.1% | $3,865-66.7% | $2,440-47.2% |
| Participant deferral / active EE | $1,857 | $3,585-48.2% | $4,937-62.4% | $3,607-48.5% |
| Admin fee / account holder | $26 | $5,517-99.5% | $9,702-99.7% | $5,124-99.5% |