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 | $49,010 | $70,606-30.6% | $53,898-9.1% | $142,382-65.6% |
| Participation rate | 69.2% | 63.7%+5.5pp | 55.0%+14.3pp | 80.1%-10.9pp |
| Annual return | 18.47% | 619.81%-601.3pp | 528.60%-510.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,875 | $1,202+638.3% | $932+852.2% | $4,299+106.4% |
| Participant deferral / active EE | $5,673 | $2,364+140.0% | $1,826+210.6% | $6,507-12.8% |
| Admin fee / account holder | $21 | $2,852-99.2% | $2,491-99.1% | $12,624-99.8% |