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 | $42,482 | $98,750-57.0% | $149,696-71.6% | $79,858-46.8% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 22.81% | 27.43%-4.6pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,113 | $3,216-65.4% | $4,644-76.0% | $2,471-54.9% |
| Participant deferral / active EE | $3,188 | $5,680-43.9% | $6,842-53.4% | $3,740-14.7% |
| Admin fee / account holder | $114 | $6,053-98.1% | $9,309-98.8% | $5,306-97.8% |