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 | $50,884 | $96,635-47.3% | $86,612-41.3% | $139,434-63.5% |
| Participation rate | 30.8% | 74.4%-43.6pp | 71.7%-40.9pp | 80.3%-49.5pp |
| Annual return | 11.48% | 106.41%-94.9pp | 591.07%-579.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $773 | $3,263-76.3% | $3,022-74.4% | $4,751-83.7% |
| Participant deferral / active EE | $980 | $4,836-79.7% | $4,438-77.9% | $6,710-85.4% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |