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 | $36,728 | $105,998-65.3% | $92,233-60.2% | $147,584-75.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 16.23% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $914 | $4,333-78.9% | $3,679-75.2% | $4,876-81.3% |
| Participant deferral / active EE | $1,779 | $4,478-60.3% | $3,897-54.4% | $5,439-67.3% |
| Admin fee / account holder | $22 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |