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 | $34,179 | $105,998-67.8% | $92,233-62.9% | $147,584-76.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 20.00% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,729 | $4,333-60.1% | $3,679-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $4,203 | $4,478-6.1% | $3,897+7.9% | $5,439-22.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |