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 | $74,481 | $102,382-27.3% | $147,005-49.3% | $80,874-7.9% |
| Participation rate | 44.6% | 75.8%-31.2pp | 82.2%-37.5pp | 67.6%-23.0pp |
| Annual return | 13.80% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,593 | $3,715-57.1% | $4,934-67.7% | $2,756-42.2% |
| Participant deferral / active EE | $3,625 | $6,646-45.5% | $8,070-55.1% | $4,297-15.6% |
| Admin fee / account holder | $120 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |