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 | $35,973 | $99,020-63.7% | $86,590-58.5% | $147,584-75.6% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 24.95% | 1312.34%-1287.4pp | 964.84%-939.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $1,418 | $3,132-54.7% | $2,839-50.1% | $4,876-70.9% |
| Participant deferral / active EE | $1,503 | $3,972-62.2% | $3,609-58.3% | $5,439-72.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |