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 | $20,092 | $70,756-71.6% | $65,493-69.3% | $142,382-85.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 14.32% | 1754.89%-1740.6pp | 982.45%-968.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $368 | $2,881-87.2% | $2,574-85.7% | $4,299-91.4% |
| Participant deferral / active EE | $2,012 | $4,637-56.6% | $3,961-49.2% | $6,507-69.1% |
| Admin fee / account holder | $152 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |