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 | $66,100 | $99,020-33.2% | $86,590-23.7% | $147,584-55.2% |
| Participation rate | 65.0% | 76.3%-11.3pp | 73.5%-8.5pp | 82.8%-17.8pp |
| Annual return | 20.19% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,104 | $3,132-64.8% | $2,839-61.1% | $4,876-77.4% |
| Participant deferral / active EE | $2,399 | $3,972-39.6% | $3,609-33.5% | $5,439-55.9% |
| Admin fee / account holder | $14 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |