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 | $35,317 | $27,915+26.5% | $58,482-39.6% | $75,163-53.0% |
| Participation rate | 44.4% | 38.8%+5.6pp | 50.9%-6.4pp | 67.2%-22.7pp |
| Annual return | 16.91% | 44.20%-27.3pp | 4239.32%-4222.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $770 | $669+15.1% | $1,053-26.9% | $2,670-71.1% |
| Participant deferral / active EE | $2,612 | $1,201+117.4% | $1,924+35.8% | $4,125-36.7% |
| Admin fee / account holder | $222 | $1,726-87.1% | $2,516-91.2% | $5,651-96.1% |