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 | $56,296 | $111,724-49.6% | $93,606-39.9% | $145,922-61.4% |
| Participation rate | 34.8% | 74.2%-39.4pp | 68.7%-33.9pp | 80.3%-45.5pp |
| Annual return | 12.84% | 202.98%-190.1pp | 133.20%-120.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $646 | $3,090-79.1% | $2,420-73.3% | $4,660-86.1% |
| Participant deferral / active EE | $2,170 | $4,912-55.8% | $4,411-50.8% | $6,688-67.6% |
| Admin fee / account holder | $35 | $10,250-99.7% | $8,285-99.6% | $13,397-99.7% |