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 5-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 | $36,514 | $70,606-48.3% | $53,898-32.3% | $142,382-74.4% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 15.85% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $429 | $1,202-64.3% | $932-54.0% | $4,299-90.0% |
| Participant deferral / active EE | $3,403 | $2,364+44.0% | $1,826+86.3% | $6,507-47.7% |
| Admin fee / account holder | $127 | $2,852-95.5% | $2,491-94.9% | $12,624-99.0% |