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 | $48,998 | $85,766-42.9% | $136,294-64.0% | $70,131-30.1% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,221 | $2,966-58.8% | $4,695-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $3,444 | $5,051-31.8% | $6,247-44.9% | $3,332+3.4% |
| Admin fee / account holder | $32 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |