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 | $19,765 | $99,020-80.0% | $86,590-77.2% | $147,584-86.6% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 10.35% | 1312.34%-1302.0pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $568 | $3,132-81.9% | $2,839-80.0% | $4,876-88.3% |
| Participant deferral / active EE | $2,075 | $3,972-47.8% | $3,609-42.5% | $5,439-61.9% |
| Admin fee / account holder | $35 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |