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 3-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 | $21,451 | $109,982-80.5% | $97,226-77.9% | $145,922-85.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 18.34% | 242.90%-224.6pp | 75.13%-56.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $386 | $3,084-87.5% | $2,729-85.9% | $4,660-91.7% |
| Participant deferral / active EE | $2,895 | $4,676-38.1% | $4,264-32.1% | $6,688-56.7% |
| Admin fee / account holder | $28 | $6,221-99.5% | $5,654-99.5% | $13,397-99.8% |