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 | $33,687 | $51,604-34.7% | $129,295-73.9% | $80,874-58.3% |
| Participation rate | 45.7% | 57.0%-11.3pp | 69.6%-23.9pp | 67.6%-21.9pp |
| Annual return | 12.17% | 20.76%-8.6pp | 9429.28%-9417.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,069 | $1,585-32.5% | $4,157-74.3% | $2,756-61.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $20 | $4,310-99.5% | $7,665-99.7% | $6,935-99.7% |