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 | $52,651 | $54,705-3.8% | $71,209-26.1% | $84,808-37.9% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 21.55% | 35.90%-14.3pp | 282.51%-261.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $475 | $2,158-78.0% | $2,721-82.5% | $2,631-81.9% |
| Participant deferral / active EE | $641 | $3,030-78.9% | $4,175-84.7% | $4,212-84.8% |
| Admin fee / account holder | $20 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |