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 | $38,389 | $78,705-51.2% | $117,854-67.4% | $70,131-45.3% |
| Participation rate | 30.4% | 73.2%-42.8pp | 79.7%-49.3pp | 69.5%-39.2pp |
| Annual return | 24.06% | 23.30%+0.8pp | 335.08%-311.0pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,289 | $2,223-42.0% | $3,786-65.9% | $2,342-45.0% |
| Participant deferral / active EE | $1,909 | $3,297-42.1% | $4,482-57.4% | $3,332-42.7% |
| Admin fee / account holder | $121 | $5,065-97.6% | $8,020-98.5% | $4,645-97.4% |