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 | $80,563 | $106,890-24.6% | $84,015-4.1% | $152,861-47.3% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.4%-14.0pp |
| Annual return | 19.07% | 104.99%-85.9pp | 71.31%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,594 | $2,734-41.7% | $1,983-19.6% | $4,762-66.5% |
| Participant deferral / active EE | $2,638 | $4,011-34.2% | $3,239-18.5% | $5,850-54.9% |
| Admin fee / account holder | $41 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |