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 | $34,991 | $48,570-28.0% | $130,648-73.2% | $72,985-52.1% |
| Participation rate | 63.3% | 58.6%+4.8pp | 71.7%-8.4pp | 69.5%-6.2pp |
| Annual return | 27.53% | 38.63%-11.1pp | 1708.96%-1681.4pp | 81.00%-53.5pp |
| Employer contribution / active EE | $705 | $1,334-47.2% | $4,092-82.8% | $2,440-71.1% |
| Participant deferral / active EE | $1,730 | $2,384-27.4% | $3,603-52.0% | $3,607-52.1% |
| Admin fee / account holder | $268 | $3,549-92.4% | $5,464-95.1% | $5,124-94.8% |