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 | $31,816 | $74,888-57.5% | $71,209-55.3% | $142,382-77.7% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 18.43% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,190 | $2,854-58.3% | $2,721-56.3% | $4,299-72.3% |
| Participant deferral / active EE | $1,901 | $4,454-57.3% | $4,175-54.5% | $6,507-70.8% |
| Admin fee / account holder | $25 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |