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 | $43,615 | $57,281-23.9% | $86,612-49.6% | $75,163-42.0% |
| Participation rate | 48.4% | 63.2%-14.8pp | 71.7%-23.3pp | 67.2%-18.8pp |
| Annual return | 15.26% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.4pp |
| Employer contribution / active EE | $645 | $2,314-72.1% | $3,022-78.7% | $2,670-75.8% |
| Participant deferral / active EE | $2,630 | $3,318-20.7% | $4,438-40.7% | $4,125-36.2% |
| Admin fee / account holder | $47 | $4,112-98.8% | $5,614-99.2% | $5,651-99.2% |