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 | $32,489 | $70,756-54.1% | $65,493-50.4% | $142,382-77.2% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 12.60% | 1754.89%-1742.3pp | 982.45%-969.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,716 | $2,881-5.7% | $2,574+5.5% | $4,299-36.8% |
| Participant deferral / active EE | $1,635 | $4,637-64.7% | $3,961-58.7% | $6,507-74.9% |
| Admin fee / account holder | $205 | $6,559-96.9% | $5,028-95.9% | $12,624-98.4% |