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 | $38,919 | $55,415-29.8% | $155,509-75.0% | $74,495-47.8% |
| Participation rate | 50.5% | 61.9%-11.5pp | 78.2%-27.7pp | 67.2%-16.7pp |
| Annual return | 23.19% | 268.50%-245.3pp | 64.67%-41.5pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $1,690 | $2,267-25.5% | $4,672-63.8% | $2,623-35.6% |
| Participant deferral / active EE | $3,052 | $2,836+7.6% | $5,626-45.8% | $4,346-29.8% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |