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 | $22,374 | $96,635-76.8% | $86,612-74.2% | $139,434-84.0% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 22.77% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.2pp |
| Employer contribution / active EE | $984 | $3,263-69.8% | $3,022-67.4% | $4,751-79.3% |
| Participant deferral / active EE | $2,100 | $4,836-56.6% | $4,438-52.7% | $6,710-68.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |