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 | $41,071 | $96,635-57.5% | $86,612-52.6% | $139,434-70.5% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 37.48% | 106.41%-68.9pp | 591.07%-553.6pp | 372.94%-335.5pp |
| Employer contribution / active EE | $933 | $3,263-71.4% | $3,022-69.1% | $4,751-80.4% |
| Participant deferral / active EE | $1,397 | $4,836-71.1% | $4,438-68.5% | $6,710-79.2% |
| Admin fee / account holder | -$197 | $6,408-103.1% | $5,614-103.5% | $11,403-101.7% |