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 | $34,542 | $85,202-59.5% | $172,739-80.0% | $72,985-52.7% |
| Participation rate | 42.4% | 70.1%-27.7pp | 82.6%-40.3pp | 69.5%-27.1pp |
| Annual return | 23.07% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,510 | $3,260-53.7% | $5,198-70.9% | $3,607-58.1% |
| Admin fee / account holder | $247 | $5,884-95.8% | $13,954-98.2% | $5,124-95.2% |