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 | $46,570 | $89,753-48.1% | $107,525-56.7% | $84,808-45.1% |
| Participation rate | 37.9% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.4pp |
| Annual return | 19.34% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,161 | $3,113-62.7% | $3,754-69.1% | $2,631-55.9% |
| Participant deferral / active EE | $2,507 | $4,056-38.2% | $5,116-51.0% | $4,212-40.5% |
| Admin fee / account holder | $185 | $7,222-97.4% | $8,919-97.9% | $7,344-97.5% |