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 5-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 | $33,299 | $70,756-52.9% | $65,493-49.2% | $142,382-76.6% |
| Participation rate | 44.4% | 77.4%-32.9pp | 73.1%-28.6pp | 80.1%-35.7pp |
| Annual return | 18.58% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $536 | $2,881-81.4% | $2,574-79.2% | $4,299-87.5% |
| Participant deferral / active EE | $1,542 | $4,637-66.7% | $3,961-61.1% | $6,507-76.3% |
| Admin fee / account holder | $263 | $6,559-96.0% | $5,028-94.8% | $12,624-97.9% |