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 | $49,745 | $60,124-17.3% | $90,404-45.0% | $79,858-37.7% |
| Participation rate | 56.7% | 65.0%-8.3pp | 72.7%-16.0pp | 69.6%-13.0pp |
| Annual return | 19.85% | 71.94%-52.1pp | 1293.02%-1273.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $786 | $2,068-62.0% | $3,262-75.9% | $2,471-68.2% |
| Participant deferral / active EE | $1,656 | $2,938-43.6% | $3,963-58.2% | $3,740-55.7% |
| Admin fee / account holder | $128 | $3,976-96.8% | $5,611-97.7% | $5,306-97.6% |