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 | $76,483 | $85,202-10.2% | $172,739-55.7% | $72,985+4.8% |
| Participation rate | 39.0% | 70.1%-31.0pp | 82.6%-43.6pp | 69.5%-30.5pp |
| Annual return | 31.31% | 27.32%+4.0pp | 802.84%-771.5pp | 81.00%-49.7pp |
| Employer contribution / active EE | $749 | $3,324-77.5% | $5,143-85.4% | $2,440-69.3% |
| Participant deferral / active EE | $1,470 | $3,260-54.9% | $5,198-71.7% | $3,607-59.3% |
| Admin fee / account holder | $180 | $5,884-96.9% | $13,954-98.7% | $5,124-96.5% |