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 | $50,595 | $48,364+4.6% | $71,796-29.5% | $62,891-19.6% |
| Participation rate | 25.8% | 60.6%-34.8pp | 69.1%-43.3pp | 69.3%-43.5pp |
| Annual return | 11.23% | 13.16%-1.9pp | 78.04%-66.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $308 | $1,042-70.4% | $1,924-84.0% | $2,281-86.5% |
| Participant deferral / active EE | $1,263 | $2,091-39.6% | $2,794-54.8% | $3,203-60.6% |
| Admin fee / account holder | $3 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |