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 | $77,172 | $88,751-13.0% | $81,812-5.7% | $145,922-47.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 15.37% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,855 | $3,083+25.0% | $2,912+32.4% | $4,660-17.3% |
| Participant deferral / active EE | $1,968 | $4,643-57.6% | $4,319-54.4% | $6,688-70.6% |
| Admin fee / account holder | $24 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |