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 | $54,741 | $67,823-19.3% | $52,425+4.4% | $137,256-60.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 20.12% | 219.11%-199.0pp | 302.12%-282.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $180 | $1,163-84.5% | $914-80.3% | $4,156-95.7% |
| Participant deferral / active EE | $1,566 | $2,288-31.6% | $1,790-12.6% | $6,407-75.6% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.0% | $12,270-99.8% |