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 | $35,451 | $100,852-64.8% | $90,404-60.8% | $158,922-77.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 13.28% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $730 | $3,689-80.2% | $3,262-77.6% | $4,761-84.7% |
| Participant deferral / active EE | $917 | $4,348-78.9% | $3,963-76.9% | $5,982-84.7% |
| Admin fee / account holder | $33 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |