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 | $42,502 | $49,922-14.9% | $80,569-47.2% | $75,163-43.5% |
| Participation rate | 46.4% | 55.3%-8.9pp | 67.0%-20.6pp | 67.2%-20.8pp |
| Annual return | 20.37% | 34.69%-14.3pp | 935.43%-915.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,207 | $1,698-28.9% | $2,723-55.7% | $2,670-54.8% |
| Participant deferral / active EE | $1,755 | $2,990-41.3% | $4,447-60.5% | $4,125-57.5% |
| Admin fee / account holder | $49 | $3,577-98.6% | $5,377-99.1% | $5,651-99.1% |