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 | $60,853 | $104,486-41.8% | $76,817-20.8% | $152,861-60.2% |
| Participation rate | 18.2% | 76.6%-58.4pp | 72.1%-53.9pp | 82.4%-64.3pp |
| Annual return | 23.10% | 1013.37%-990.3pp | 1166.11%-1143.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $454 | $3,116-85.4% | $2,302-80.3% | $4,762-90.5% |
| Participant deferral / active EE | $1,136 | $4,236-73.2% | $3,336-65.9% | $5,850-80.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |