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 | $110,961 | $108,642+2.1% | $74,701+48.5% | $152,861-27.4% |
| Participation rate | 11.1% | 65.3%-54.2pp | 54.5%-43.3pp | 82.4%-71.3pp |
| Annual return | 20.81% | 114.06%-93.3pp | 752.92%-732.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $267 | $1,503-82.3% | $1,084-75.4% | $4,762-94.4% |
| Participant deferral / active EE | $872 | $2,712-67.9% | $1,964-55.6% | $5,850-85.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |