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 | $50,586 | $86,944-41.8% | $107,525-53.0% | $74,304-31.9% |
| Participation rate | 36.2% | 59.6%-23.4pp | 75.1%-38.9pp | 60.3%-24.2pp |
| Annual return | 22.02% | 23.52%-1.5pp | 181.32%-159.3pp | 29.43%-7.4pp |
| Employer contribution / active EE | $1,017 | $2,757-63.1% | $3,754-72.9% | $2,241-54.6% |
| Participant deferral / active EE | $1,756 | $3,554-50.6% | $5,116-65.7% | $3,767-53.4% |
| Admin fee / account holder | $7 | $3,727-99.8% | $8,919-99.9% | $2,969-99.8% |