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 | $46,762 | $109,817-57.4% | $98,442-52.5% | $167,490-72.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.14% | 1956.69%-1946.5pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $2,035 | $3,224-36.9% | $2,960-31.3% | $4,837-57.9% |
| Participant deferral / active EE | $6,182 | $4,673+32.3% | $4,276+44.6% | $6,341-2.5% |
| Admin fee / account holder | $19 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |