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 5-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 | $30,164 | $123,982-75.7% | $69,701-56.7% | $145,959-79.3% |
| Participation rate | 26.3% | 69.2%-42.9pp | 66.4%-40.1pp | 80.3%-54.0pp |
| Annual return | 13.28% | 191.01%-177.7pp | 100.32%-87.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $811 | $2,681-69.8% | $1,713-52.7% | $4,661-82.6% |
| Participant deferral / active EE | $2,666 | $4,236-37.1% | $2,887-7.6% | $6,689-60.1% |
| Admin fee / account holder | $37 | $7,867-99.5% | $4,717-99.2% | $13,398-99.7% |