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 | $44,703 | $97,757-54.3% | $83,848-46.7% | $135,375-67.0% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | 10.63% | 1287.37%-1276.7pp | 850.88%-840.2pp | 519.73%-509.1pp |
| Employer contribution / active EE | $968 | $4,222-77.1% | $3,631-73.3% | $4,779-79.7% |
| Participant deferral / active EE | $1,545 | $4,682-67.0% | $4,082-62.2% | $5,609-72.5% |
| Admin fee / account holder | $32 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |