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 | $84,197 | $157,256-46.5% | $141,162-40.4% | $152,861-44.9% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.4%-30.1pp |
| Annual return | 25.67% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,905 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $3,164 | $7,109-55.5% | $6,709-52.8% | $5,850-45.9% |
| Admin fee / account holder | $29 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |