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 | $14,747 | $99,020-85.1% | $86,590-83.0% | $147,584-90.0% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 24.20% | 1312.34%-1288.1pp | 964.84%-940.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,126 | $3,132-64.0% | $2,839-60.3% | $4,876-76.9% |
| Participant deferral / active EE | $3,303 | $3,972-16.9% | $3,609-8.5% | $5,439-39.3% |
| Admin fee / account holder | $193 | $5,710-96.6% | $4,906-96.1% | $10,885-98.2% |