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 | $73,846 | $70,131+5.3% | $73,8460% | $70,131+5.3% |
| Participation rate | 31.5% | 69.5%-38.0pp | 31.5%0pp | 69.5%-38.0pp |
| Annual return | 16.43% | 73.14%-56.7pp | 16.43%0pp | 73.14%-56.7pp |
| Employer contribution / active EE | $747 | $2,342-68.1% | $7470% | $2,342-68.1% |
| Participant deferral / active EE | $1,810 | $3,332-45.7% | $1,8100% | $3,332-45.7% |
| Admin fee / account holder | $226 | $4,645-95.1% | $2260% | $4,645-95.1% |