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 | $61,811 | $96,305-35.8% | $80,569-23.3% | $139,434-55.7% |
| Participation rate | 43.8% | 73.6%-29.9pp | 67.0%-23.2pp | 80.3%-36.6pp |
| Annual return | 21.98% | 1350.08%-1328.1pp | 935.43%-913.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,113 | $3,262-65.9% | $2,723-59.1% | $4,751-76.6% |
| Participant deferral / active EE | $3,622 | $5,232-30.8% | $4,447-18.6% | $6,710-46.0% |
| Admin fee / account holder | $101 | $6,599-98.5% | $5,377-98.1% | $11,403-99.1% |