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 | $42,314 | $157,256-73.1% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 50.01% | 64.32%-14.3pp | 71.39%-21.4pp | 345.32%-295.3pp |
| Employer contribution / active EE | $1,414 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $2,937 | $7,109-58.7% | $6,709-56.2% | $5,850-49.8% |
| Admin fee / account holder | $47 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |