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 | $36,366 | $105,998-65.7% | $92,233-60.6% | $147,584-75.4% |
| Participation rate | 65.0% | 80.4%-15.4pp | 76.5%-11.5pp | 82.8%-17.8pp |
| Annual return | 20.20% | 50.05%-29.8pp | 176.28%-156.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,035 | $4,333-53.0% | $3,679-44.7% | $4,876-58.3% |
| Participant deferral / active EE | $5,509 | $4,478+23.0% | $3,897+41.4% | $5,439+1.3% |
| Admin fee / account holder | $277 | $6,332-95.6% | $5,194-94.7% | $10,885-97.5% |