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 | $73,350 | $60,124+22.0% | $90,404-18.9% | $79,858-8.1% |
| Participation rate | 29.6% | 65.0%-35.4pp | 72.7%-43.1pp | 69.6%-40.0pp |
| Annual return | 23.50% | 71.94%-48.4pp | 1293.02%-1269.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $1,407 | $2,068-31.9% | $3,262-56.9% | $2,471-43.0% |
| Participant deferral / active EE | $848 | $2,938-71.1% | $3,963-78.6% | $3,740-77.3% |
| Admin fee / account holder | $28 | $3,976-99.3% | $5,611-99.5% | $5,306-99.5% |