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 | $59,428 | $48,364+22.9% | $71,796-17.2% | $62,891-5.5% |
| Participation rate | 41.7% | 60.6%-19.0pp | 69.1%-27.4pp | 69.3%-27.6pp |
| Annual return | 6.62% | 13.16%-6.5pp | 78.04%-71.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $604 | $1,042-42.0% | $1,924-68.6% | $2,281-73.5% |
| Participant deferral / active EE | $2,422 | $2,091+15.8% | $2,794-13.3% | $3,203-24.4% |
| Admin fee / account holder | $110 | $3,771-97.1% | $4,815-97.7% | $4,296-97.4% |