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 | $25,054 | $65,561-61.8% | $86,188-70.9% | $75,163-66.7% |
| Participation rate | 68.1% | 60.5%+7.6pp | 69.0%-0.9pp | 67.2%+0.9pp |
| Annual return | 18.65% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $360 | $1,553-76.8% | $2,380-84.9% | $2,670-86.5% |
| Participant deferral / active EE | $2,125 | $3,024-29.7% | $3,985-46.7% | $4,125-48.5% |
| Admin fee / account holder | $237 | $5,474-95.7% | $6,852-96.5% | $5,651-95.8% |