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 | $39,689 | $105,998-62.6% | $92,233-57.0% | $147,584-73.1% |
| Participation rate | 55.0% | 80.4%-25.4pp | 76.5%-21.5pp | 82.8%-27.8pp |
| Annual return | 15.92% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,618 | $4,333-39.6% | $3,679-28.9% | $4,876-46.3% |
| Participant deferral / active EE | $2,273 | $4,478-49.2% | $3,897-41.7% | $5,439-58.2% |
| Admin fee / account holder | $27 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |