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 | $43,470 | $105,998-59.0% | $92,233-52.9% | $147,584-70.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 40.54% | 50.05%-9.5pp | 176.28%-135.7pp | 578.55%-538.0pp |
| Employer contribution / active EE | $1,363 | $4,333-68.5% | $3,679-63.0% | $4,876-72.0% |
| Participant deferral / active EE | $3,928 | $4,478-12.3% | $3,897+0.8% | $5,439-27.8% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |