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 | $69,763 | $110,502-36.9% | $80,716-13.6% | $167,490-58.3% |
| Participation rate | 63.6% | 64.0%-0.3pp | 54.2%+9.5pp | 82.1%-18.5pp |
| Annual return | 18.42% | 120.54%-102.1pp | 87.28%-68.9pp | 478.56%-460.1pp |
| Employer contribution / active EE | $787 | $1,543-49.0% | $1,160-32.2% | $4,837-83.7% |
| Participant deferral / active EE | $5,400 | $2,871+88.1% | $2,146+151.7% | $6,341-14.8% |
| Admin fee / account holder | $6 | $4,545-99.9% | $3,380-99.8% | $12,309-100.0% |