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 | $54,856 | $52,353+4.8% | $120,225-54.4% | $82,448-33.5% |
| Participation rate | 32.8% | 58.3%-25.6pp | 69.6%-36.8pp | 68.1%-35.3pp |
| Annual return | 20.47% | 61.85%-41.4pp | 439.23%-418.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,326 | $1,510-12.2% | $3,475-61.9% | $2,551-48.0% |
| Participant deferral / active EE | $2,146 | $2,627-18.3% | $3,999-46.3% | $4,139-48.1% |
| Admin fee / account holder | $90 | $4,363-97.9% | $5,696-98.4% | $7,234-98.8% |