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 | $28,099 | $108,642-74.1% | $74,701-62.4% | $152,861-81.6% |
| Participation rate | 35.3% | 65.3%-30.1pp | 54.5%-19.2pp | 82.4%-47.2pp |
| Annual return | 22.15% | 114.06%-91.9pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $656 | $1,503-56.4% | $1,084-39.5% | $4,762-86.2% |
| Participant deferral / active EE | $2,367 | $2,712-12.7% | $1,964+20.5% | $5,850-59.5% |
| Admin fee / account holder | $231 | $4,902-95.3% | $3,333-93.1% | $11,596-98.0% |