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 | $21,504 | $63,346-66.1% | $92,233-76.7% | $70,131-69.3% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 19.62% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,267 | $2,471-48.7% | $3,679-65.6% | $2,342-45.9% |
| Participant deferral / active EE | $3,168 | $2,854+11.0% | $3,897-18.7% | $3,332-4.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |