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 | $57,199 | $100,852-43.3% | $90,404-36.7% | $158,922-64.0% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 23.63% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $675 | $3,689-81.7% | $3,262-79.3% | $4,761-85.8% |
| Participant deferral / active EE | $2,167 | $4,348-50.2% | $3,963-45.3% | $5,982-63.8% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |