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 | $36,027 | $35,183+2.4% | $73,545-51.0% | $70,131-48.6% |
| Participation rate | 50.0% | 42.9%+7.1pp | 54.9%-4.9pp | 69.5%-19.5pp |
| Annual return | 14.60% | 26.90%-12.3pp | -15.16%+29.8pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,230 | $709+73.6% | $1,219+0.9% | $2,342-47.5% |
| Participant deferral / active EE | $2,732 | $1,220+124.0% | $1,806+51.3% | $3,332-18.0% |
| Admin fee / account holder | $69 | $2,302-97.0% | $2,320-97.0% | $4,645-98.5% |