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 | $45,879 | $105,998-56.7% | $92,233-50.3% | $147,584-68.9% |
| Participation rate | 23.1% | 80.4%-57.3pp | 76.5%-53.4pp | 82.8%-59.8pp |
| Annual return | 129.53% | 50.05%+79.5pp | 176.28%-46.7pp | 578.55%-449.0pp |
| Employer contribution / active EE | $867 | $4,333-80.0% | $3,679-76.4% | $4,876-82.2% |
| Participant deferral / active EE | $1,358 | $4,478-69.7% | $3,897-65.2% | $5,439-75.0% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |