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 6-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 | $20,872 | $88,751-76.5% | $81,812-74.5% | $145,922-85.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.61% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $863 | $3,083-72.0% | $2,912-70.4% | $4,660-81.5% |
| Participant deferral / active EE | $1,458 | $4,643-68.6% | $4,319-66.2% | $6,688-78.2% |
| Admin fee / account holder | $202 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |