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 | $50,810 | $118,427-57.1% | $66,042-23.1% | $142,382-64.3% |
| Participation rate | 25.0% | 68.1%-43.1pp | 67.5%-42.5pp | 80.1%-55.1pp |
| Annual return | 11.66% | 35.57%-23.9pp | 52.11%-40.5pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,259 | $2,570-51.0% | $1,579-20.3% | $4,299-70.7% |
| Participant deferral / active EE | $2,208 | $4,311-48.8% | $2,835-22.1% | $6,507-66.1% |
| Admin fee / account holder | $19 | $9,593-99.8% | $5,747-99.7% | $12,624-99.9% |