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 | $29,315 | $56,199-47.8% | $67,652-56.7% | $59,632-50.8% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | 1.32% | 18505.31%-18504.0pp | 6625.04%-6623.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,103 | $1,614+30.3% | $2,266-7.2% | $2,203-4.5% |
| Participant deferral / active EE | $4,425 | $2,844+55.6% | $3,560+24.3% | $3,192+38.6% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |