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 | $17,020 | $108,642-84.3% | $74,701-77.2% | $152,861-88.9% |
| Participation rate | 61.5% | 65.3%-3.8pp | 54.5%+7.1pp | 82.4%-20.9pp |
| Annual return | 26.60% | 114.06%-87.5pp | 752.92%-726.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $887 | $1,503-41.0% | $1,084-18.1% | $4,762-81.4% |
| Participant deferral / active EE | $1,499 | $2,712-44.7% | $1,964-23.6% | $5,850-74.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |