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 | $34,474 | $96,635-64.3% | $86,612-60.2% | $139,434-75.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.68% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,582 | $3,263-51.5% | $3,022-47.6% | $4,751-66.7% |
| Participant deferral / active EE | $2,672 | $4,836-44.8% | $4,438-39.8% | $6,710-60.2% |
| Admin fee / account holder | $142 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |