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 | $34,099 | $43,133-20.9% | $89,391-61.9% | $73,488-53.6% |
| Participation rate | 39.2% | 55.0%-15.7pp | 68.0%-28.7pp | 70.7%-31.4pp |
| Annual return | 15.01% | 135.66%-120.6pp | 245.62%-230.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,110 | $1,438-22.8% | $2,586-57.1% | $2,270-51.1% |
| Participant deferral / active EE | $1,880 | $2,445-23.1% | $3,890-51.7% | $3,740-49.7% |
| Admin fee / account holder | $235 | $444-47.0% | $4,881-95.2% | $513-54.1% |