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 | $89,894 | $82,630+8.8% | $64,105+40.2% | $125,391-28.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | 0.99% | 1489.72%-1488.7pp | 791.24%-790.3pp | 282.22%-281.2pp |
| Employer contribution / active EE | $667 | $2,671-75.0% | $1,820-63.4% | $4,866-86.3% |
| Participant deferral / active EE | $2,000 | $3,608-44.6% | $2,822-29.1% | $5,352-62.6% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |