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 | $50,265 | $102,966-51.2% | $90,281-44.3% | $152,861-67.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 20.27% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,781 | $3,139-43.3% | $2,854-37.6% | $4,762-62.6% |
| Participant deferral / active EE | $4,962 | $4,281+15.9% | $3,885+27.7% | $5,850-15.2% |
| Admin fee / account holder | $61 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |