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 | $37,551 | $78,485-52.2% | $106,213-64.6% | $74,495-49.6% |
| Participation rate | 28.7% | 72.8%-44.1pp | 75.3%-46.6pp | 67.2%-38.5pp |
| Annual return | 14.27% | 15.95%-1.7pp | 116.14%-101.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,086 | $2,523-57.0% | $3,171-65.8% | $2,623-58.6% |
| Participant deferral / active EE | $2,356 | $4,322-45.5% | $5,016-53.0% | $4,346-45.8% |
| Admin fee / account holder | $36 | $2,232-98.4% | $11,033-99.7% | $1,942-98.2% |