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 | $44,315 | $176,662-74.9% | $130,648-66.1% | $152,861-71.0% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 19.87% | 2692.24%-2672.4pp | 1708.96%-1689.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $553 | $5,742-90.4% | $4,092-86.5% | $4,762-88.4% |
| Participant deferral / active EE | $1,754 | $4,361-59.8% | $3,603-51.3% | $5,850-70.0% |
| Admin fee / account holder | $10 | $7,133-99.9% | $5,464-99.8% | $11,596-99.9% |