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 | $72,465 | $98,750-26.6% | $149,696-51.6% | $79,858-9.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 16.08% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,296 | $3,216-59.7% | $4,644-72.1% | $2,471-47.6% |
| Participant deferral / active EE | $3,222 | $5,680-43.3% | $6,842-52.9% | $3,740-13.9% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |