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 | $62,684 | $39,019+60.6% | $80,716-22.3% | $85,850-27.0% |
| Participation rate | 19.4% | 41.5%-22.1pp | 54.2%-34.8pp | 69.3%-49.9pp |
| Annual return | 14.96% | 26.27%-11.3pp | 87.28%-72.3pp | 318.53%-303.6pp |
| Employer contribution / active EE | $328 | $722-54.6% | $1,160-71.7% | $2,565-87.2% |
| Participant deferral / active EE | $1,218 | $1,326-8.1% | $2,146-43.2% | $3,952-69.2% |
| Admin fee / account holder | $232 | $2,431-90.5% | $3,380-93.1% | $6,260-96.3% |