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 | $46,321 | $63,346-26.9% | $92,233-49.8% | $70,131-34.0% |
| Participation rate | 24.0% | 68.7%-44.7pp | 76.5%-52.5pp | 69.5%-45.5pp |
| Annual return | 16.43% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $872 | $2,471-64.7% | $3,679-76.3% | $2,342-62.8% |
| Participant deferral / active EE | $2,644 | $2,854-7.4% | $3,897-32.2% | $3,332-20.6% |
| Admin fee / account holder | $23 | $3,840-99.4% | $5,194-99.6% | $4,645-99.5% |