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 | $63,131 | $54,541+15.7% | $78,778-19.9% | $70,131-10.0% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 15.51% | 21.07%-5.6pp | 35.62%-20.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $377 | $1,089-65.4% | $1,986-81.0% | $2,342-83.9% |
| Participant deferral / active EE | $1,498 | $2,210-32.2% | $2,958-49.4% | $3,332-55.0% |
| Admin fee / account holder | $3 | $3,709-99.9% | $5,134-100.0% | $4,645-99.9% |