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 | $23,019 | $60,124-61.7% | $90,404-74.5% | $79,858-71.2% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 21.06% | 71.94%-50.9pp | 1293.02%-1272.0pp | 31.71%-10.7pp |
| Employer contribution / active EE | $838 | $2,068-59.5% | $3,262-74.3% | $2,471-66.1% |
| Participant deferral / active EE | $2,069 | $2,938-29.6% | $3,963-47.8% | $3,740-44.7% |
| Admin fee / account holder | $111 | $3,976-97.2% | $5,611-98.0% | $5,306-97.9% |