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 | $76,472 | $156,846-51.2% | $121,098-36.9% | $139,434-45.2% |
| Participation rate | 46.7% | 76.4%-29.7pp | 69.5%-22.8pp | 80.3%-33.7pp |
| Annual return | 16.52% | 1474.56%-1458.0pp | 985.75%-969.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $998 | $5,536-82.0% | $4,164-76.0% | $4,751-79.0% |
| Participant deferral / active EE | $3,555 | $4,844-26.6% | $4,080-12.9% | $6,710-47.0% |
| Admin fee / account holder | $19 | $6,946-99.7% | $5,644-99.7% | $11,403-99.8% |