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 | $19,299 | $100,852-80.9% | $90,404-78.7% | $158,922-87.9% |
| Participation rate | 34.8% | 75.0%-40.2pp | 72.7%-37.9pp | 82.0%-47.2pp |
| Annual return | 24.46% | 1724.20%-1699.7pp | 1293.02%-1268.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $618 | $3,689-83.2% | $3,262-81.1% | $4,761-87.0% |
| Participant deferral / active EE | $905 | $4,348-79.2% | $3,963-77.2% | $5,982-84.9% |
| Admin fee / account holder | $225 | $6,501-96.5% | $5,611-96.0% | $11,246-98.0% |