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 | $31,652 | $99,020-68.0% | $86,590-63.4% | $147,584-78.6% |
| Participation rate | 21.4% | 76.3%-54.9pp | 73.5%-52.1pp | 82.8%-61.4pp |
| Annual return | 18.93% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $411 | $3,132-86.9% | $2,839-85.5% | $4,876-91.6% |
| Participant deferral / active EE | $2,513 | $3,972-36.7% | $3,609-30.4% | $5,439-53.8% |
| Admin fee / account holder | $160 | $5,710-97.2% | $4,906-96.7% | $10,885-98.5% |