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 | $77,978 | $132,634-41.2% | $115,768-32.6% | $137,256-43.2% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.4%-13.3pp | 80.0%-18.8pp |
| Annual return | 14.73% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $934 | $3,360-72.2% | $2,940-68.2% | $4,156-77.5% |
| Participant deferral / active EE | $4,442 | $5,619-20.9% | $4,917-9.7% | $6,407-30.7% |
| Admin fee / account holder | $8 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |