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 | $32,481 | $99,020-67.2% | $86,590-62.5% | $147,584-78.0% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 52.41% | 1312.34%-1259.9pp | 964.84%-912.4pp | 578.55%-526.1pp |
| Employer contribution / active EE | $616 | $3,132-80.3% | $2,839-78.3% | $4,876-87.4% |
| Participant deferral / active EE | $1,311 | $3,972-67.0% | $3,609-63.7% | $5,439-75.9% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |