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 | $23,978 | $60,124-60.1% | $90,404-73.5% | $79,858-70.0% |
| Participation rate | 55.9% | 65.0%-9.1pp | 72.7%-16.8pp | 69.6%-13.8pp |
| Annual return | 22.61% | 71.94%-49.3pp | 1293.02%-1270.4pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,640 | $2,068-20.7% | $3,262-49.7% | $2,471-33.6% |
| Participant deferral / active EE | $2,507 | $2,938-14.7% | $3,963-36.7% | $3,740-33.0% |
| Admin fee / account holder | $152 | $3,976-96.2% | $5,611-97.3% | $5,306-97.1% |