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 | $32,995 | $104,907-68.5% | $84,611-61.0% | $152,861-78.4% |
| Participation rate | 26.7% | 74.8%-48.2pp | 68.2%-41.6pp | 82.4%-55.8pp |
| Annual return | 31.60% | 373.79%-342.2pp | 258.74%-227.1pp | 345.32%-313.7pp |
| Employer contribution / active EE | $651 | $3,302-80.3% | $2,652-75.5% | $4,762-86.3% |
| Participant deferral / active EE | $2,767 | $4,688-41.0% | $3,899-29.0% | $5,850-52.7% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |