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 | $55,968 | $102,604-45.5% | $86,188-35.1% | $139,434-59.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 17.30% | 1922.51%-1905.2pp | 1168.45%-1151.2pp | 372.94%-355.6pp |
| Employer contribution / active EE | $821 | $3,032-72.9% | $2,380-65.5% | $4,751-82.7% |
| Participant deferral / active EE | $4,809 | $4,676+2.8% | $3,985+20.7% | $6,710-28.3% |
| Admin fee / account holder | $106 | $8,657-98.8% | $6,852-98.4% | $11,403-99.1% |