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 | $51,146 | $99,079-48.4% | $77,999-34.4% | $273,961-81.3% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 6.89% | 217.93%-211.0pp | 425.96%-419.1pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,596 | $3,308-51.7% | $2,470-35.4% | $4,869-67.2% |
| Participant deferral / active EE | $2,386 | $4,306-44.6% | $3,497-31.8% | $5,287-54.9% |
| Admin fee / account holder | $1 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |