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 | $24,336 | $75,183-67.6% | $123,892-80.4% | $55,167-55.9% |
| Participation rate | 55.3% | 72.8%-17.5pp | 81.4%-26.1pp | 69.0%-13.6pp |
| Annual return | 13.05% | 19.01%-6.0pp | 47.52%-34.5pp | 169.23%-156.2pp |
| Employer contribution / active EE | $1,414 | $2,823-49.9% | $4,617-69.4% | $1,963-27.9% |
| Participant deferral / active EE | $5,657 | $5,084+11.3% | $5,984-5.5% | $3,054+85.2% |
| Admin fee / account holder | $293 | $663-55.7% | $8,357-96.5% | $504-41.8% |