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 | $34,191 | $74,888-54.3% | $71,209-52.0% | $142,382-76.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 15.35% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,919 | $2,854-32.8% | $2,721-29.5% | $4,299-55.4% |
| Participant deferral / active EE | $2,704 | $4,454-39.3% | $4,175-35.2% | $6,507-58.4% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |