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 | $41,675 | $168,632-75.3% | $147,614-71.8% | $125,391-66.8% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 0.18% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,039 | $6,252-67.4% | $5,564-63.4% | $4,866-58.1% |
| Participant deferral / active EE | $4,500 | $5,507-18.3% | $4,895-8.1% | $5,352-15.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |