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 | $31,970 | $62,672-49.0% | $185,117-82.7% | $70,131-54.4% |
| Participation rate | 66.7% | 63.8%+2.9pp | 77.3%-10.6pp | 69.5%-2.9pp |
| Annual return | 53.66% | 40.79%+12.9pp | 40.50%+13.2pp | 73.14%-19.5pp |
| Employer contribution / active EE | $2,378 | $1,753+35.6% | $4,182-43.1% | $2,342+1.5% |
| Participant deferral / active EE | $4,765 | $3,272+45.7% | $5,045-5.5% | $3,332+43.0% |
| Admin fee / account holder | $136 | $3,932-96.5% | $8,159-98.3% | $4,645-97.1% |