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 | $46,866 | $105,998-55.8% | $92,233-49.2% | $147,584-68.2% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 19.12% | 50.05%-30.9pp | 176.28%-157.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $900 | $4,333-79.2% | $3,679-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,626 | $4,478-63.7% | $3,897-58.3% | $5,439-70.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |