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 | $47,549 | $102,604-53.7% | $86,188-44.8% | $139,434-65.9% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 9.71% | 1922.51%-1912.8pp | 1168.45%-1158.7pp | 372.94%-363.2pp |
| Employer contribution / active EE | $700 | $3,032-76.9% | $2,380-70.6% | $4,751-85.3% |
| Participant deferral / active EE | $2,175 | $4,676-53.5% | $3,985-45.4% | $6,710-67.6% |
| Admin fee / account holder | $230 | $8,657-97.3% | $6,852-96.6% | $11,403-98.0% |