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 | $13,601 | $81,632-83.3% | $70,449-80.7% | $158,922-91.4% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 12.19% | 208.40%-196.2pp | 109.03%-96.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $367 | $3,217-88.6% | $2,737-86.6% | $4,761-92.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.4% | $11,246-99.5% |