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 | $43,281 | $100,852-57.1% | $90,404-52.1% | $158,922-72.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 6.86% | 1724.20%-1717.3pp | 1293.02%-1286.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,409 | $3,689-61.8% | $3,262-56.8% | $4,761-70.4% |
| Participant deferral / active EE | $1,618 | $4,348-62.8% | $3,963-59.2% | $5,982-72.9% |
| Admin fee / account holder | $179 | $6,501-97.3% | $5,611-96.8% | $11,246-98.4% |