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 | $101,884 | $57,281+77.9% | $86,612+17.6% | $75,163+35.5% |
| Participation rate | 37.9% | 63.2%-25.3pp | 71.7%-33.8pp | 67.2%-29.3pp |
| Annual return | 21.02% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,987 | $3,318+110.6% | $4,438+57.4% | $4,125+69.4% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |