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 | $56,604 | $149,040-62.0% | $120,225-52.9% | $137,256-58.8% |
| Participation rate | 31.8% | 75.4%-43.6pp | 69.6%-37.8pp | 80.0%-48.1pp |
| Annual return | 10.39% | 605.68%-595.3pp | 439.23%-428.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,159 | $4,350-50.4% | $3,475-37.9% | $4,156-48.1% |
| Participant deferral / active EE | $790 | $4,655-83.0% | $3,999-80.3% | $6,407-87.7% |
| Admin fee / account holder | $58 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |