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 | $53,033 | $99,341-46.6% | $84,750-37.4% | $273,961-80.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 44.27% | 22.93%+21.3pp | 22.78%+21.5pp | 41.45%+2.8pp |
| Employer contribution / active EE | $8,000 | $4,214+89.9% | $3,574+123.8% | $4,869+64.3% |
| Participant deferral / active EE | $16,407 | $4,269+284.3% | $3,712+342.0% | $5,287+210.3% |
| Admin fee / account holder | $149 | $6,644-97.8% | $5,332-97.2% | $10,132-98.5% |