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 | $41,356 | $106,890-61.3% | $84,015-50.8% | $152,861-72.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.4%-42.4pp |
| Annual return | 23.43% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $671 | $2,734-75.5% | $1,983-66.2% | $4,762-85.9% |
| Participant deferral / active EE | $1,142 | $4,011-71.5% | $3,239-64.7% | $5,850-80.5% |
| Admin fee / account holder | $60 | $8,285-99.3% | $6,101-99.0% | $11,596-99.5% |