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 | $67,586 | $57,828+16.9% | $117,039-42.3% | $70,131-3.6% |
| Participation rate | 52.9% | 67.1%-14.2pp | 77.2%-24.2pp | 69.5%-16.6pp |
| Annual return | 14.59% | 17.55%-3.0pp | 18.95%-4.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,469 | $1,816-19.1% | $3,785-61.2% | $2,342-37.3% |
| Participant deferral / active EE | $3,454 | $2,438+41.7% | $3,929-12.1% | $3,332+3.7% |
| Admin fee / account holder | $49 | $3,548-98.6% | $5,974-99.2% | $4,645-98.9% |