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 | $33,363 | $73,515-54.6% | $62,995-47.0% | $147,584-77.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 33.19% | 175.43%-142.2pp | 87.57%-54.4pp | 578.55%-545.4pp |
| Employer contribution / active EE | $1,628 | $3,320-51.0% | $2,759-41.0% | $4,876-66.6% |
| Participant deferral / active EE | $2,964 | $4,185-29.2% | $3,329-11.0% | $5,439-45.5% |
| Admin fee / account holder | $157 | $5,953-97.4% | $3,600-95.6% | $10,885-98.6% |