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 | $3,762 | $68,097-94.5% | $62,929-94.0% | $137,256-97.3% |
| Participation rate | 61.5% | 77.4%-15.9pp | 73.1%-11.6pp | 80.0%-18.4pp |
| Annual return | 21.57% | 1859.11%-1837.5pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $460 | $2,811-83.6% | $2,505-81.6% | $4,156-88.9% |
| Participant deferral / active EE | $799 | $4,553-82.4% | $3,888-79.4% | $6,407-87.5% |
| Admin fee / account holder | $286 | $6,521-95.6% | $5,065-94.3% | $12,270-97.7% |