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 | $34,761 | $82,630-57.9% | $64,105-45.8% | $125,391-72.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | 3.77% | 1489.72%-1485.9pp | 791.24%-787.5pp | 282.22%-278.5pp |
| Employer contribution / active EE | $865 | $2,671-67.6% | $1,820-52.5% | $4,866-82.2% |
| Participant deferral / active EE | $1,985 | $3,608-45.0% | $2,822-29.7% | $5,352-62.9% |
| Admin fee / account holder | $34 | $6,382-99.5% | $4,499-99.2% | $9,540-99.6% |