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 | $42,055 | $49,173-14.5% | $121,098-65.3% | $75,163-44.0% |
| Participation rate | 36.0% | 55.4%-19.4pp | 69.5%-33.5pp | 67.2%-31.2pp |
| Annual return | 16.73% | 55.99%-39.3pp | 985.75%-969.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,135 | $1,546-26.5% | $4,164-72.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,075 | $2,628-21.0% | $4,080-49.1% | $4,125-49.7% |
| Admin fee / account holder | $151 | $3,942-96.2% | $5,644-97.3% | $5,651-97.3% |