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 | $31,253 | $102,604-69.5% | $86,188-63.7% | $139,434-77.6% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.0%-30.5pp | 80.3%-41.9pp |
| Annual return | 28.42% | 1922.51%-1894.1pp | 1168.45%-1140.0pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,657 | $3,032-45.3% | $2,380-30.4% | $4,751-65.1% |
| Participant deferral / active EE | $3,928 | $4,676-16.0% | $3,985-1.4% | $6,710-41.5% |
| Admin fee / account holder | $156 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |