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 | $61,444 | $85,766-28.4% | $136,294-54.9% | $70,131-12.4% |
| Participation rate | 56.7% | 74.2%-17.5pp | 81.9%-25.3pp | 69.5%-12.9pp |
| Annual return | 367.68% | 31.45%+336.2pp | 5155.94%-4788.3pp | 73.14%+294.5pp |
| Employer contribution / active EE | $2,149 | $2,966-27.5% | $4,695-54.2% | $2,342-8.2% |
| Participant deferral / active EE | $3,571 | $5,051-29.3% | $6,247-42.8% | $3,332+7.2% |
| Admin fee / account holder | $52 | $5,420-99.0% | $9,243-99.4% | $4,645-98.9% |