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 | $53,007 | $121,625-56.4% | $104,607-49.3% | $158,922-66.6% |
| Participation rate | 58.8% | 77.5%-18.7pp | 74.1%-15.3pp | 82.0%-23.1pp |
| Annual return | 38.61% | 465.26%-426.6pp | 340.46%-301.9pp | 302.83%-264.2pp |
| Employer contribution / active EE | $482 | $3,163-84.7% | $2,681-82.0% | $4,761-89.9% |
| Participant deferral / active EE | $1,147 | $4,177-72.5% | $3,740-69.3% | $5,982-80.8% |
| Admin fee / account holder | $4 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |