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 | $28,405 | $60,165-52.8% | $74,183-61.7% | $55,167-48.5% |
| Participation rate | 60.8% | 74.2%-13.4pp | 76.6%-15.8pp | 69.0%-8.2pp |
| Annual return | 36.83% | 10.00%+26.8pp | 17.74%+19.1pp | 169.23%-132.4pp |
| Employer contribution / active EE | $1,262 | $1,600-21.1% | $2,370-46.7% | $1,963-35.7% |
| Participant deferral / active EE | $6,636 | $2,973+123.2% | $3,550+86.9% | $3,054+117.3% |
| Admin fee / account holder | $128 | $419-69.5% | $5,586-97.7% | $504-74.6% |