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 | $47,439 | $85,766-44.7% | $136,294-65.2% | $70,131-32.4% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 23.60% | 31.45%-7.9pp | 5155.94%-5132.3pp | 73.14%-49.5pp |
| Employer contribution / active EE | $1,415 | $2,966-52.3% | $4,695-69.9% | $2,342-39.6% |
| Participant deferral / active EE | $2,953 | $5,051-41.5% | $6,247-52.7% | $3,332-11.4% |
| Admin fee / account holder | $36 | $5,420-99.3% | $9,243-99.6% | $4,645-99.2% |