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 | $36,916 | $74,888-50.7% | $71,209-48.2% | $142,382-74.1% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 14.32% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,691 | $2,854-40.7% | $2,721-37.8% | $4,299-60.7% |
| Participant deferral / active EE | $2,116 | $4,454-52.5% | $4,175-49.3% | $6,507-67.5% |
| Admin fee / account holder | $138 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |