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 | $65,337 | $63,346+3.1% | $92,233-29.2% | $70,131-6.8% |
| Participation rate | 37.2% | 68.7%-31.5pp | 76.5%-39.3pp | 69.5%-32.4pp |
| Annual return | 17.89% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,283 | $2,471-48.1% | $3,679-65.1% | $2,342-45.2% |
| Participant deferral / active EE | $2,427 | $2,854-14.9% | $3,897-37.7% | $3,332-27.2% |
| Admin fee / account holder | $199 | $3,840-94.8% | $5,194-96.2% | $4,645-95.7% |