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 | $70,606-22.5% | $53,898+1.6% | $142,382-61.6% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 20.12% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $180 | $1,202-85.0% | $932-80.7% | $4,299-95.8% |
| Participant deferral / active EE | $1,566 | $2,364-33.8% | $1,826-14.3% | $6,507-75.9% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |