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 | $45,388 | $105,998-57.2% | $92,233-50.8% | $147,584-69.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 13.15% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,944 | $4,333-55.1% | $3,679-47.2% | $4,876-60.1% |
| Participant deferral / active EE | $3,833 | $4,478-14.4% | $3,897-1.6% | $5,439-29.5% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |