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 | $18,143 | $99,020-81.7% | $86,590-79.0% | $147,584-87.7% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 15.46% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,300 | $3,132-58.5% | $2,839-54.2% | $4,876-73.3% |
| Participant deferral / active EE | $2,015 | $3,972-49.3% | $3,609-44.2% | $5,439-63.0% |
| Admin fee / account holder | $20 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |