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 | $52,453 | $105,998-50.5% | $92,233-43.1% | $147,584-64.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 16.84% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,519 | $4,333-41.9% | $3,679-31.5% | $4,876-48.3% |
| Participant deferral / active EE | $9,661 | $4,478+115.8% | $3,897+147.9% | $5,439+77.6% |
| Admin fee / account holder | $222 | $6,332-96.5% | $5,194-95.7% | $10,885-98.0% |