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 | $69,499 | $108,642-36.0% | $74,701-7.0% | $152,861-54.5% |
| Participation rate | 63.2% | 65.3%-2.2pp | 54.5%+8.7pp | 82.4%-19.3pp |
| Annual return | 12.34% | 114.06%-101.7pp | 752.92%-740.6pp | 345.32%-333.0pp |
| Employer contribution / active EE | $367 | $1,503-75.6% | $1,084-66.2% | $4,762-92.3% |
| Participant deferral / active EE | $1,525 | $2,712-43.8% | $1,964-22.3% | $5,850-73.9% |
| Admin fee / account holder | $51 | $4,902-99.0% | $3,333-98.5% | $11,596-99.6% |