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 | $43,715 | $88,751-50.7% | $81,812-46.6% | $145,922-70.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.08% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $997 | $3,083-67.7% | $2,912-65.8% | $4,660-78.6% |
| Participant deferral / active EE | $1,667 | $4,643-64.1% | $4,319-61.4% | $6,688-75.1% |
| Admin fee / account holder | $299 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |