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 | $40,468 | $99,652-59.4% | $78,778-48.6% | $147,584-72.6% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 13.16% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,154 | $2,796-58.7% | $1,986-41.9% | $4,876-76.3% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $228 | $7,155-96.8% | $5,134-95.6% | $10,885-97.9% |