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 | $28,750 | $100,852-71.5% | $90,404-68.2% | $158,922-81.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 119.73% | 1724.20%-1604.5pp | 1293.02%-1173.3pp | 302.83%-183.1pp |
| Employer contribution / active EE | $422 | $3,689-88.6% | $3,262-87.1% | $4,761-91.1% |
| Participant deferral / active EE | $1,225 | $4,348-71.8% | $3,963-69.1% | $5,982-79.5% |
| Admin fee / account holder | -$16 | $6,501-100.2% | $5,611-100.3% | $11,246-100.1% |