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 | $20,449 | $108,642-81.2% | $74,701-72.6% | $152,861-86.6% |
| Participation rate | 57.1% | 65.3%-8.2pp | 54.5%+2.7pp | 82.4%-25.3pp |
| Annual return | 24.68% | 114.06%-89.4pp | 752.92%-728.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,047 | $1,503-30.3% | $1,084-3.4% | $4,762-78.0% |
| Participant deferral / active EE | $3,509 | $2,712+29.4% | $1,964+78.7% | $5,850-40.0% |
| Admin fee / account holder | $18 | $4,902-99.6% | $3,333-99.5% | $11,596-99.8% |