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 | $39,960 | $99,652-59.9% | $78,778-49.3% | $147,584-72.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 21.20% | 47.28%-26.1pp | 35.62%-14.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,914 | $2,796-31.5% | $1,986-3.6% | $4,876-60.7% |
| Participant deferral / active EE | $5,599 | $3,664+52.8% | $2,958+89.3% | $5,439+2.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |