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 | $29,151 | $102,604-71.6% | $86,188-66.2% | $139,434-79.1% |
| Participation rate | 45.8% | 74.5%-28.7pp | 69.0%-23.1pp | 80.3%-34.5pp |
| Annual return | 20.96% | 1922.51%-1901.5pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,008 | $3,032-66.8% | $2,380-57.7% | $4,751-78.8% |
| Participant deferral / active EE | $3,286 | $4,676-29.7% | $3,985-17.5% | $6,710-51.0% |
| Admin fee / account holder | $146 | $8,657-98.3% | $6,852-97.9% | $11,403-98.7% |