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 | $37,023 | $81,625-54.6% | $58,482-36.7% | $139,434-73.4% |
| Participation rate | 23.1% | 61.3%-38.3pp | 50.9%-27.8pp | 80.3%-57.2pp |
| Annual return | 22.26% | 7404.20%-7381.9pp | 4239.32%-4217.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $394 | $1,398-71.8% | $1,053-62.5% | $4,751-91.7% |
| Participant deferral / active EE | $482 | $2,557-81.1% | $1,924-74.9% | $6,710-92.8% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |