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 | $42,067 | $96,635-56.5% | $86,612-51.4% | $139,434-69.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 15.68% | 106.41%-90.7pp | 591.07%-575.4pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,450 | $3,263-55.6% | $3,022-52.0% | $4,751-69.5% |
| Participant deferral / active EE | $3,625 | $4,836-25.0% | $4,438-18.3% | $6,710-46.0% |
| Admin fee / account holder | $24 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |