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 | $48,054 | $108,642-55.8% | $74,701-35.7% | $152,861-68.6% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.4%-44.4pp |
| Annual return | 22.11% | 114.06%-92.0pp | 752.92%-730.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $561 | $1,503-62.6% | $1,084-48.2% | $4,762-88.2% |
| Participant deferral / active EE | $1,934 | $2,712-28.7% | $1,964-1.5% | $5,850-66.9% |
| Admin fee / account holder | $14 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |