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 | $16,516 | $99,020-83.3% | $86,590-80.9% | $147,584-88.8% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 32.47% | 1312.34%-1279.9pp | 964.84%-932.4pp | 578.55%-546.1pp |
| Employer contribution / active EE | $1,323 | $3,132-57.8% | $2,839-53.4% | $4,876-72.9% |
| Participant deferral / active EE | $2,685 | $3,972-32.4% | $3,609-25.6% | $5,439-50.6% |
| Admin fee / account holder | $32 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |