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 | $79,957 | $109,327-26.9% | $89,391-10.6% | $158,922-49.7% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 19.27% | 345.68%-326.4pp | 245.62%-226.3pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,307 | $3,170-58.8% | $2,586-49.4% | $4,761-72.5% |
| Participant deferral / active EE | $9,818 | $4,598+113.5% | $3,890+152.4% | $5,982+64.1% |
| Admin fee / account holder | $53 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |