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 | $63,467 | $106,890-40.6% | $84,015-24.5% | $152,861-58.5% |
| Participation rate | 46.2% | 75.2%-29.1pp | 69.0%-22.9pp | 82.4%-36.3pp |
| Annual return | 23.47% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,015 | $2,734-62.9% | $1,983-48.8% | $4,762-78.7% |
| Participant deferral / active EE | $2,005 | $4,011-50.0% | $3,239-38.1% | $5,850-65.7% |
| Admin fee / account holder | $25 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |