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 | $56,797 | $81,632-30.4% | $70,449-19.4% | $158,922-64.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 18.27% | 208.40%-190.1pp | 109.03%-90.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,386 | $3,217-56.9% | $2,737-49.4% | $4,761-70.9% |
| Participant deferral / active EE | $1,384 | $4,554-69.6% | $3,709-62.7% | $5,982-76.9% |
| Admin fee / account holder | $100 | $6,193-98.4% | $3,845-97.4% | $11,246-99.1% |