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 | $25,929 | $115,770-77.6% | $101,248-74.4% | $158,922-83.7% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 40.60% | 56.14%-15.5pp | 46.47%-5.9pp | 302.83%-262.2pp |
| Employer contribution / active EE | $1,296 | $4,175-68.9% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $1,508 | $4,957-69.6% | $4,370-65.5% | $5,982-74.8% |
| Admin fee / account holder | $58 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |