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 | $20,338 | $105,998-80.8% | $92,233-77.9% | $147,584-86.2% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 14.66% | 50.05%-35.4pp | 176.28%-161.6pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,177 | $4,333-72.8% | $3,679-68.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,886 | $4,478-57.9% | $3,897-51.6% | $5,439-65.3% |
| Admin fee / account holder | $102 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |