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 | $52,079 | $99,020-47.4% | $86,590-39.9% | $147,584-64.7% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 21.90% | 1312.34%-1290.4pp | 964.84%-942.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $675 | $3,132-78.4% | $2,839-76.2% | $4,876-86.2% |
| Participant deferral / active EE | $1,350 | $3,972-66.0% | $3,609-62.6% | $5,439-75.2% |
| Admin fee / account holder | $10 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |