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 | $23,241 | $102,966-77.4% | $90,281-74.3% | $152,861-84.8% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 35.50% | 95.16%-59.7pp | 78.10%-42.6pp | 345.32%-309.8pp |
| Employer contribution / active EE | $1,027 | $3,139-67.3% | $2,854-64.0% | $4,762-78.4% |
| Participant deferral / active EE | $2,607 | $4,281-39.1% | $3,885-32.9% | $5,850-55.4% |
| Admin fee / account holder | $162 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |