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 | $73,806 | $56,277+31.1% | $80,975-8.9% | $62,891+17.4% |
| Participation rate | 55.3% | 69.0%-13.7pp | 75.8%-20.5pp | 69.3%-14.0pp |
| Annual return | 9.59% | 22.12%-12.5pp | 17.10%-7.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $960 | $1,943-50.6% | $3,714-74.1% | $2,281-57.9% |
| Participant deferral / active EE | $2,500 | $4,195-40.4% | $5,696-56.1% | $3,203-21.9% |
| Admin fee / account holder | $200 | $3,741-94.7% | $5,516-96.4% | $4,296-95.3% |