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 | $35,491 | $34,308+3.4% | $74,701-52.5% | $72,985-51.4% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 24.54% | 26.58%-2.0pp | 752.92%-728.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,076 | $692+55.5% | $1,084-0.7% | $2,440-55.9% |
| Participant deferral / active EE | $3,570 | $1,271+180.8% | $1,964+81.8% | $3,607-1.0% |
| Admin fee / account holder | $38 | $2,124-98.2% | $3,333-98.9% | $5,124-99.3% |