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 | $63,695 | $54,762+16.3% | $90,281-29.4% | $72,985-12.7% |
| Participation rate | 25.9% | 65.1%-39.2pp | 73.3%-47.3pp | 69.5%-43.6pp |
| Annual return | 28.28% | 30.63%-2.3pp | 78.10%-49.8pp | 81.00%-52.7pp |
| Employer contribution / active EE | $487 | $2,092-76.7% | $2,854-82.9% | $2,440-80.0% |
| Participant deferral / active EE | $1,473 | $2,887-49.0% | $3,885-62.1% | $3,607-59.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |