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 | $34,754 | $96,635-64.0% | $86,612-59.9% | $139,434-75.1% |
| Participation rate | 47.4% | 74.4%-27.0pp | 71.7%-24.3pp | 80.3%-33.0pp |
| Annual return | 12.81% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $575 | $3,263-82.4% | $3,022-81.0% | $4,751-87.9% |
| Participant deferral / active EE | $3,535 | $4,836-26.9% | $4,438-20.3% | $6,710-47.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |