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 | $104,419 | $82,630+26.4% | $64,105+62.9% | $125,391-16.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 68.2%-48.2pp | 83.2%-63.2pp |
| Annual return | 2.89% | 1489.72%-1486.8pp | 791.24%-788.4pp | 282.22%-279.3pp |
| Employer contribution / active EE | $421 | $2,671-84.3% | $1,820-76.9% | $4,866-91.4% |
| Participant deferral / active EE | $2,390 | $3,608-33.8% | $2,822-15.3% | $5,352-55.3% |
| Admin fee / account holder | $30 | $6,382-99.5% | $4,499-99.3% | $9,540-99.7% |