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 | $40,056 | $85,766-53.3% | $136,294-70.6% | $70,131-42.9% |
| Participation rate | 61.0% | 74.2%-13.1pp | 81.9%-20.9pp | 69.5%-8.5pp |
| Annual return | 15.68% | 31.45%-15.8pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,216 | $2,966-59.0% | $4,695-74.1% | $2,342-48.1% |
| Participant deferral / active EE | $2,853 | $5,051-43.5% | $6,247-54.3% | $3,332-14.4% |
| Admin fee / account holder | $8 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |