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 | $55,264 | $100,852-45.2% | $90,404-38.9% | $158,922-65.2% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 17.76% | 1724.20%-1706.4pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,381 | $3,689-62.6% | $3,262-57.7% | $4,761-71.0% |
| Participant deferral / active EE | $2,310 | $4,348-46.9% | $3,963-41.7% | $5,982-61.4% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |