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 | $27,816 | $99,020-71.9% | $86,590-67.9% | $147,584-81.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 17.22% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,051 | $3,132-66.4% | $2,839-63.0% | $4,876-78.4% |
| Participant deferral / active EE | $2,103 | $3,972-47.1% | $3,609-41.7% | $5,439-61.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |