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 | $41,914 | $84,696-50.5% | $75,696-44.6% | $167,490-75.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 14.73% | 199.36%-184.6pp | 104.53%-89.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,107 | $3,230-65.7% | $2,743-59.6% | $4,837-77.1% |
| Participant deferral / active EE | $3,100 | $4,580-32.3% | $3,821-18.9% | $6,341-51.1% |
| Admin fee / account holder | $18 | $5,355-99.7% | $3,619-99.5% | $12,309-99.9% |