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 | $63,863 | $176,377-63.8% | $134,143-52.4% | $158,922-59.8% |
| Participation rate | 55.6% | 78.7%-23.1pp | 72.2%-16.6pp | 82.0%-26.4pp |
| Annual return | 8.03% | 63.63%-55.6pp | 36.33%-28.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,435 | $5,040-71.5% | $3,704-61.2% | $4,761-69.9% |
| Participant deferral / active EE | $1,435 | $4,091-64.9% | $3,499-59.0% | $5,982-76.0% |
| Admin fee / account holder | $21 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |