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 | $39,747 | $156,846-74.7% | $121,098-67.2% | $139,434-71.5% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.5%-16.5pp | 80.3%-27.4pp |
| Annual return | 13.74% | 1474.56%-1460.8pp | 985.75%-972.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,504 | $5,536-72.8% | $4,164-63.9% | $4,751-68.3% |
| Participant deferral / active EE | $3,097 | $4,844-36.1% | $4,080-24.1% | $6,710-53.9% |
| Admin fee / account holder | $42 | $6,946-99.4% | $5,644-99.2% | $11,403-99.6% |