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 | $69,513 | $105,998-34.4% | $92,233-24.6% | $147,584-52.9% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 120.46% | 50.05%+70.4pp | 176.28%-55.8pp | 578.55%-458.1pp |
| Employer contribution / active EE | $1,835 | $4,333-57.6% | $3,679-50.1% | $4,876-62.4% |
| Participant deferral / active EE | $6,969 | $4,478+55.6% | $3,897+78.8% | $5,439+28.1% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |