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 | $44,176 | $99,020-55.4% | $86,590-49.0% | $147,584-70.1% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 51.37% | 1312.34%-1261.0pp | 964.84%-913.5pp | 578.55%-527.2pp |
| Employer contribution / active EE | $78 | $3,132-97.5% | $2,839-97.2% | $4,876-98.4% |
| Participant deferral / active EE | $488 | $3,972-87.7% | $3,609-86.5% | $5,439-91.0% |
| Admin fee / account holder | $13 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |