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 | $47,771 | $100,852-52.6% | $90,404-47.2% | $158,922-69.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.43% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,186 | $3,689-67.8% | $3,262-63.6% | $4,761-75.1% |
| Participant deferral / active EE | $3,765 | $4,348-13.4% | $3,963-5.0% | $5,982-37.1% |
| Admin fee / account holder | $219 | $6,501-96.6% | $5,611-96.1% | $11,246-98.1% |