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 | $65,042 | $49,922+30.3% | $80,569-19.3% | $75,163-13.5% |
| Participation rate | 35.2% | 55.3%-20.1pp | 67.0%-31.8pp | 67.2%-32.0pp |
| Annual return | 17.00% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,328 | $1,698-21.8% | $2,723-51.2% | $2,670-50.3% |
| Participant deferral / active EE | $2,554 | $2,990-14.6% | $4,447-42.6% | $4,125-38.1% |
| Admin fee / account holder | $266 | $3,577-92.6% | $5,377-95.1% | $5,651-95.3% |