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 5-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 | $42,570 | $99,877-57.4% | $84,966-49.9% | $145,922-70.8% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 18.00% | 83.76%-65.8pp | 66.38%-48.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $940 | $3,231-70.9% | $2,727-65.5% | $4,660-79.8% |
| Participant deferral / active EE | $4,206 | $5,291-20.5% | $4,519-6.9% | $6,688-37.1% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |