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 | $34,115 | $112,096-69.6% | $95,952-64.4% | $158,922-78.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 28.32% | 171.09%-142.8pp | 91.61%-63.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $1,053 | $3,198-67.1% | $2,541-58.6% | $4,761-77.9% |
| Participant deferral / active EE | $2,387 | $4,784-50.1% | $4,167-42.7% | $5,982-60.1% |
| Admin fee / account holder | $82 | $10,130-99.2% | $6,795-98.8% | $11,246-99.3% |