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 | $70,123 | $108,642-35.5% | $74,701-6.1% | $152,861-54.1% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 3152.49% | 114.06%+3038.4pp | 752.92%+2399.6pp | 345.32%+2807.2pp |
| Employer contribution / active EE | $420 | $1,503-72.1% | $1,084-61.2% | $4,762-91.2% |
| Participant deferral / active EE | $420 | $2,712-84.5% | $1,964-78.6% | $5,850-92.8% |
| Admin fee / account holder | $20 | $4,902-99.6% | $3,333-99.4% | $11,596-99.8% |