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 | $21,335 | $176,662-87.9% | $130,648-83.7% | $152,861-86.0% |
| Participation rate | 36.4% | 79.0%-42.6pp | 71.7%-35.4pp | 82.4%-46.1pp |
| Annual return | 21.51% | 2692.24%-2670.7pp | 1708.96%-1687.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $59 | $5,742-99.0% | $4,092-98.5% | $4,762-98.8% |
| Participant deferral / active EE | $594 | $4,361-86.4% | $3,603-83.5% | $5,850-89.8% |
| Admin fee / account holder | $225 | $7,133-96.9% | $5,464-95.9% | $11,596-98.1% |