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 | $58,162 | $112,881-48.5% | $90,951-36.1% | $158,922-63.4% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 14.49% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $872 | $2,893-69.9% | $2,122-58.9% | $4,761-81.7% |
| Participant deferral / active EE | $1,506 | $4,128-63.5% | $3,373-55.4% | $5,982-74.8% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |