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 | $33,454 | $109,327-69.4% | $89,391-62.6% | $158,922-78.9% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 21.46% | 345.68%-324.2pp | 245.62%-224.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $879 | $3,170-72.3% | $2,586-66.0% | $4,761-81.5% |
| Participant deferral / active EE | $3,336 | $4,598-27.5% | $3,890-14.2% | $5,982-44.2% |
| Admin fee / account holder | $19 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |