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 | $27,851 | $60,124-53.7% | $90,404-69.2% | $79,858-65.1% |
| Participation rate | 44.1% | 65.0%-20.9pp | 72.7%-28.6pp | 69.6%-25.5pp |
| Annual return | 25.49% | 71.94%-46.4pp | 1293.02%-1267.5pp | 31.71%-6.2pp |
| Employer contribution / active EE | $697 | $2,068-66.3% | $3,262-78.6% | $2,471-71.8% |
| Participant deferral / active EE | $1,523 | $2,938-48.2% | $3,963-61.6% | $3,740-59.3% |
| Admin fee / account holder | $157 | $3,976-96.0% | $5,611-97.2% | $5,306-97.0% |