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 | $46,936 | $108,642-56.8% | $74,701-37.2% | $152,861-69.3% |
| Participation rate | 23.8% | 65.3%-41.5pp | 54.5%-30.7pp | 82.4%-58.6pp |
| Annual return | 16.60% | 114.06%-97.5pp | 752.92%-736.3pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,046 | $1,503-30.4% | $1,084-3.5% | $4,762-78.0% |
| Participant deferral / active EE | $3,282 | $2,712+21.0% | $1,964+67.1% | $5,850-43.9% |
| Admin fee / account holder | $33 | $4,902-99.3% | $3,333-99.0% | $11,596-99.7% |