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 | $22,330 | $105,998-78.9% | $92,233-75.8% | $147,584-84.9% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.5%-38.4pp | 82.8%-44.7pp |
| Annual return | 24.35% | 50.05%-25.7pp | 176.28%-151.9pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,588 | $4,333-63.4% | $3,679-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $3,969 | $4,478-11.4% | $3,897+1.9% | $5,439-27.0% |
| Admin fee / account holder | $46 | $6,332-99.3% | $5,194-99.1% | $10,885-99.6% |