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 | $40,255 | $39,948+0.8% | $89,391-55.0% | $73,409-45.2% |
| Participation rate | 15.6% | 50.4%-34.8pp | 68.0%-52.4pp | 72.2%-56.6pp |
| Annual return | 14.70% | 50.12%-35.4pp | 245.62%-230.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,741 | $2,193-20.6% | $3,890-55.2% | $3,805-54.2% |
| Admin fee / account holder | $11 | $134-91.9% | $4,881-99.8% | $158-93.1% |