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 | $40,500 | $97,757-58.6% | $83,848-51.7% | $135,375-70.1% |
| Participation rate | 42.1% | 80.0%-37.8pp | 76.1%-34.0pp | 82.6%-40.5pp |
| Annual return | 9.44% | 1287.37%-1277.9pp | 850.88%-841.4pp | 519.73%-510.3pp |
| Employer contribution / active EE | $1,185 | $4,222-71.9% | $3,631-67.4% | $4,779-75.2% |
| Participant deferral / active EE | $2,167 | $4,682-53.7% | $4,082-46.9% | $5,609-61.4% |
| Admin fee / account holder | $131 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |