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 | $47,901 | $99,020-51.6% | $86,590-44.7% | $147,584-67.5% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.11% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $923 | $3,132-70.5% | $2,839-67.5% | $4,876-81.1% |
| Participant deferral / active EE | $3,705 | $3,972-6.7% | $3,609+2.7% | $5,439-31.9% |
| Admin fee / account holder | $125 | $5,710-97.8% | $4,906-97.4% | $10,885-98.9% |