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 | $37,511 | $102,966-63.6% | $90,281-58.5% | $152,861-75.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 32.99% | 95.16%-62.2pp | 78.10%-45.1pp | 345.32%-312.3pp |
| Employer contribution / active EE | $929 | $3,139-70.4% | $2,854-67.5% | $4,762-80.5% |
| Participant deferral / active EE | $5,441 | $4,281+27.1% | $3,885+40.0% | $5,850-7.0% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |