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 | $15,175 | $84,233-82.0% | $170,442-91.1% | $70,131-78.4% |
| Participation rate | 58.1% | 70.8%-12.8pp | 83.6%-25.5pp | 69.5%-11.5pp |
| Annual return | 12.59% | 23.06%-10.5pp | 205.93%-193.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $617 | $3,387-81.8% | $5,433-88.6% | $2,342-73.7% |
| Participant deferral / active EE | $1,266 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $22 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |