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 | $38,832 | $85,766-54.7% | $136,294-71.5% | $70,131-44.6% |
| Participation rate | 56.4% | 74.2%-17.7pp | 81.9%-25.5pp | 69.5%-13.1pp |
| Annual return | 18.28% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,490 | $2,966-49.7% | $4,695-68.3% | $2,342-36.4% |
| Participant deferral / active EE | $3,082 | $5,051-39.0% | $6,247-50.7% | $3,332-7.5% |
| Admin fee / account holder | $263 | $5,420-95.2% | $9,243-97.2% | $4,645-94.3% |