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 | $57,748 | $108,642-46.8% | $74,701-22.7% | $152,861-62.2% |
| Participation rate | 29.4% | 65.3%-35.9pp | 54.5%-25.0pp | 82.4%-53.0pp |
| Annual return | 24.68% | 114.06%-89.4pp | 752.92%-728.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $458 | $1,503-69.5% | $1,084-57.7% | $4,762-90.4% |
| Participant deferral / active EE | $2,569 | $2,712-5.3% | $1,964+30.9% | $5,850-56.1% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |