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 | $83,639 | $60,124+39.1% | $90,404-7.5% | $79,858+4.7% |
| Participation rate | 22.9% | 65.0%-42.1pp | 72.7%-49.8pp | 69.6%-46.8pp |
| Annual return | 15.09% | 71.94%-56.9pp | 1293.02%-1277.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $490 | $2,068-76.3% | $3,262-85.0% | $2,471-80.2% |
| Participant deferral / active EE | $1,188 | $2,938-59.6% | $3,963-70.0% | $3,740-68.2% |
| Admin fee / account holder | $291 | $3,976-92.7% | $5,611-94.8% | $5,306-94.5% |