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 | $47,480 | $53,127-10.6% | $86,590-45.2% | $70,131-32.3% |
| Participation rate | 43.2% | 65.3%-22.1pp | 73.5%-30.3pp | 69.5%-26.3pp |
| Annual return | 18.13% | 27.66%-9.5pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,041 | $2,068-49.7% | $2,839-63.3% | $2,342-55.6% |
| Participant deferral / active EE | $2,605 | $2,696-3.4% | $3,609-27.8% | $3,332-21.8% |
| Admin fee / account holder | $141 | $3,585-96.1% | $4,906-97.1% | $4,645-97.0% |