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 | $42,378 | $144,119-70.6% | $117,854-64.0% | $147,584-71.3% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 18.59% | 531.15%-512.6pp | 335.08%-316.5pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,440 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $2,160 | $5,316-59.4% | $4,482-51.8% | $5,439-60.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |