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 | $54,121 | $57,281-5.5% | $86,612-37.5% | $75,163-28.0% |
| Participation rate | 30.3% | 63.2%-32.9pp | 71.7%-41.4pp | 67.2%-36.9pp |
| Annual return | 14.19% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $542 | $2,314-76.6% | $3,022-82.1% | $2,670-79.7% |
| Participant deferral / active EE | $1,633 | $3,318-50.8% | $4,438-63.2% | $4,125-60.4% |
| Admin fee / account holder | $288 | $4,112-93.0% | $5,614-94.9% | $5,651-94.9% |