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 4-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 | $41,169 | $72,071-42.9% | $68,368-39.8% | $137,256-70.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 16.81% | 353.14%-336.3pp | 292.57%-275.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $900 | $2,788-67.7% | $2,649-66.0% | $4,156-78.4% |
| Participant deferral / active EE | $1,848 | $4,410-58.1% | $4,123-55.2% | $6,407-71.2% |
| Admin fee / account holder | $24 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |