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 | $62,107 | $60,124+3.3% | $90,404-31.3% | $79,858-22.2% |
| Participation rate | 29.1% | 65.0%-35.9pp | 72.7%-43.6pp | 69.6%-40.5pp |
| Annual return | 11.76% | 71.94%-60.2pp | 1293.02%-1281.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,026 | $2,068-50.4% | $3,262-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $1,139 | $2,938-61.2% | $3,963-71.3% | $3,740-69.5% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |