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 | $29,073 | $105,998-72.6% | $92,233-68.5% | $147,584-80.3% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 719.47% | 50.05%+669.4pp | 176.28%+543.2pp | 578.55%+140.9pp |
| Employer contribution / active EE | $1,353 | $4,333-68.8% | $3,679-63.2% | $4,876-72.2% |
| Participant deferral / active EE | $3,031 | $4,478-32.3% | $3,897-22.2% | $5,439-44.3% |
| Admin fee / account holder | $299 | $6,332-95.3% | $5,194-94.2% | $10,885-97.3% |