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 | $49,319 | $99,079-50.2% | $77,999-36.8% | $273,961-82.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 5.77% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,214 | $3,308-63.3% | $2,470-50.8% | $4,869-75.1% |
| Participant deferral / active EE | $4,090 | $4,306-5.0% | $3,497+17.0% | $5,287-22.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |