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 9-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 | $60,332 | $127,100-52.5% | $105,738-42.9% | $135,375-55.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 76.3%-76.3pp | 82.6%-82.6pp |
| Annual return | 1.00% | 4.49%-3.5pp | 6.27%-5.3pp | 519.73%-518.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $24,000 | $5,064+373.9% | $4,080+488.3% | $5,609+327.9% |
| Admin fee / account holder | $50 | $9,087-99.4% | $6,913-99.3% | $10,827-99.5% |