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 | $61,116 | $202,318-69.8% | $172,739-64.6% | $152,861-60.0% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.4%-13.7pp |
| Annual return | 21.45% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $4,730 | $5,856-19.2% | $5,143-8.0% | $4,762-0.7% |
| Participant deferral / active EE | $7,380 | $5,948+24.1% | $5,198+42.0% | $5,850+26.2% |
| Admin fee / account holder | $228 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |