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 | $35,416 | $105,998-66.6% | $92,233-61.6% | $147,584-76.0% |
| Participation rate | 27.3% | 80.4%-53.1pp | 76.5%-49.2pp | 82.8%-55.6pp |
| Annual return | 21.19% | 50.05%-28.9pp | 176.28%-155.1pp | 578.55%-557.4pp |
| Employer contribution / active EE | $883 | $4,333-79.6% | $3,679-76.0% | $4,876-81.9% |
| Participant deferral / active EE | $3,022 | $4,478-32.5% | $3,897-22.4% | $5,439-44.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |