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 | $43,014 | $104,251-58.7% | $91,001-52.7% | $147,584-70.9% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 21.71% | 27.06%-5.4pp | 4.60%+17.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,002 | $3,116-35.7% | $2,456-18.5% | $4,876-58.9% |
| Participant deferral / active EE | $2,210 | $4,195-47.3% | $3,547-37.7% | $5,439-59.4% |
| Admin fee / account holder | $24 | $8,948-99.7% | $5,417-99.6% | $10,885-99.8% |