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 | $13,501 | $99,020-86.4% | $86,590-84.4% | $147,584-90.9% |
| Participation rate | 52.2% | 76.3%-24.2pp | 73.5%-21.4pp | 82.8%-30.7pp |
| Annual return | 17.46% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,565 | $3,132-50.0% | $2,839-44.9% | $4,876-67.9% |
| Participant deferral / active EE | $825 | $3,972-79.2% | $3,609-77.1% | $5,439-84.8% |
| Admin fee / account holder | $170 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |