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 5-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 | $33,933 | $96,305-64.8% | $80,569-57.9% | $139,434-75.7% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 21.30% | 1350.08%-1328.8pp | 935.43%-914.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,060 | $3,262-36.8% | $2,723-24.3% | $4,751-56.6% |
| Participant deferral / active EE | $3,175 | $5,232-39.3% | $4,447-28.6% | $6,710-52.7% |
| Admin fee / account holder | $29 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |