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 | $53,416 | $115,770-53.9% | $101,248-47.2% | $158,922-66.4% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | 22.12% | 56.14%-34.0pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,685 | $4,175-59.6% | $3,660-53.9% | $4,761-64.6% |
| Participant deferral / active EE | $3,412 | $4,957-31.2% | $4,370-21.9% | $5,982-43.0% |
| Admin fee / account holder | $200 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |