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 | $16,023 | $104,106-84.6% | $71,086-77.5% | $135,375-88.2% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | 55.30% | 1256.30%-1201.0pp | 650.59%-595.3pp | 519.73%-464.4pp |
| Employer contribution / active EE | $189 | $1,485-87.2% | $1,088-82.6% | $4,779-96.0% |
| Participant deferral / active EE | $409 | $2,527-83.8% | $1,874-78.2% | $5,609-92.7% |
| Admin fee / account holder | $43 | $4,142-99.0% | $3,082-98.6% | $10,827-99.6% |