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 | $53,279 | $99,020-46.2% | $86,590-38.5% | $147,584-63.9% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 15.82% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $481 | $3,132-84.6% | $2,839-83.0% | $4,876-90.1% |
| Participant deferral / active EE | $2,525 | $3,972-36.4% | $3,609-30.0% | $5,439-53.6% |
| Admin fee / account holder | $220 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |