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 | $90,707 | $99,079-8.4% | $77,999+16.3% | $273,961-66.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.5%-38.0pp | 83.0%-45.5pp |
| Annual return | 8.69% | 217.93%-209.2pp | 425.96%-417.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $750 | $3,308-77.3% | $2,470-69.6% | $4,869-84.6% |
| Participant deferral / active EE | $2,025 | $4,306-53.0% | $3,497-42.1% | $5,287-61.7% |
| Admin fee / account holder | $162 | $8,954-98.2% | $5,480-97.0% | $10,132-98.4% |