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 | $57,902 | $99,652-41.9% | $78,778-26.5% | $147,584-60.8% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 16.77% | 47.28%-30.5pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,298 | $2,796-17.8% | $1,986+15.7% | $4,876-52.9% |
| Participant deferral / active EE | $3,571 | $3,664-2.5% | $2,958+20.7% | $5,439-34.3% |
| Admin fee / account holder | $26 | $7,155-99.6% | $5,134-99.5% | $10,885-99.8% |