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 | $108,108 | $74,888+44.4% | $71,209+51.8% | $142,382-24.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $598 | $2,854-79.0% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $3,310 | $4,454-25.7% | $4,175-20.7% | $6,507-49.1% |
| Admin fee / account holder | $36 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |