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 | $22,521 | $176,662-87.3% | $130,648-82.8% | $152,861-85.3% |
| Participation rate | 37.5% | 79.0%-41.5pp | 71.7%-34.2pp | 82.4%-44.9pp |
| Annual return | 19.46% | 2692.24%-2672.8pp | 1708.96%-1689.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,299 | $5,742-77.4% | $4,092-68.3% | $4,762-72.7% |
| Participant deferral / active EE | $2,229 | $4,361-48.9% | $3,603-38.1% | $5,850-61.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |