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 | $57,897 | $49,173+17.7% | $121,098-52.2% | $75,163-23.0% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 18.16% | 55.99%-37.8pp | 985.75%-967.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $882 | $1,546-42.9% | $4,164-78.8% | $2,670-66.9% |
| Participant deferral / active EE | $2,146 | $2,628-18.3% | $4,080-47.4% | $4,125-48.0% |
| Admin fee / account holder | $230 | $3,942-94.2% | $5,644-95.9% | $5,651-95.9% |