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 | $16,327 | $72,400-77.4% | $67,502-75.8% | $145,922-88.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 19.54% | 7182.46%-7162.9pp | 3512.12%-3492.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,798 | $3,069-8.8% | $2,731+2.5% | $4,660-39.9% |
| Participant deferral / active EE | $2,844 | $4,783-40.5% | $4,000-28.9% | $6,688-57.5% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |