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 | $53,087 | $53,127-0.1% | $86,590-38.7% | $70,131-24.3% |
| Participation rate | 45.1% | 65.3%-20.2pp | 73.5%-28.5pp | 69.5%-24.5pp |
| Annual return | 21.14% | 27.66%-6.5pp | 964.84%-943.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $827 | $2,068-60.0% | $2,839-70.9% | $2,342-64.7% |
| Participant deferral / active EE | $995 | $2,696-63.1% | $3,609-72.4% | $3,332-70.1% |
| Admin fee / account holder | $77 | $3,585-97.9% | $4,906-98.4% | $4,645-98.3% |