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 | $44,137 | $99,020-55.4% | $86,590-49.0% | $147,584-70.1% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 22.46% | 1312.34%-1289.9pp | 964.84%-942.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $568 | $3,132-81.9% | $2,839-80.0% | $4,876-88.4% |
| Participant deferral / active EE | $3,803 | $3,972-4.3% | $3,609+5.4% | $5,439-30.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |