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 | $17,146 | $99,020-82.7% | $86,590-80.2% | $147,584-88.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 25.13% | 1312.34%-1287.2pp | 964.84%-939.7pp | 578.55%-553.4pp |
| Employer contribution / active EE | $763 | $3,132-75.6% | $2,839-73.1% | $4,876-84.4% |
| Participant deferral / active EE | $1,621 | $3,972-59.2% | $3,609-55.1% | $5,439-70.2% |
| Admin fee / account holder | $61 | $5,710-98.9% | $4,906-98.8% | $10,885-99.4% |