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 | $52,577 | $105,998-50.4% | $92,233-43.0% | $147,584-64.4% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 23.81% | 50.05%-26.2pp | 176.28%-152.5pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,266 | $4,333-70.8% | $3,679-65.6% | $4,876-74.0% |
| Participant deferral / active EE | $5,044 | $4,478+12.6% | $3,897+29.4% | $5,439-7.3% |
| Admin fee / account holder | $60 | $6,332-99.1% | $5,194-98.8% | $10,885-99.4% |