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 | $18,027 | $107,015-83.2% | $73,545-75.5% | $147,584-87.8% |
| Participation rate | 42.1% | 66.4%-24.3pp | 54.9%-12.8pp | 82.8%-40.7pp |
| Annual return | 19.85% | 38.25%-18.4pp | -15.16%+35.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,301 | $1,760-26.1% | $1,219+6.7% | $4,876-73.3% |
| Participant deferral / active EE | $1,646 | $2,462-33.1% | $1,806-8.9% | $5,439-69.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |