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 | $44,191 | $37,426+18.1% | $77,482-43.0% | $79,858-44.7% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.6%-9.6pp |
| Annual return | 15.84% | 39.70%-23.9pp | 54.79%-38.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,071 | $637+225.2% | $986+109.9% | $2,471-16.2% |
| Participant deferral / active EE | $885 | $1,260-29.8% | $1,861-52.5% | $3,740-76.3% |
| Admin fee / account holder | $69 | $2,504-97.2% | $2,858-97.6% | $5,306-98.7% |