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 | $59,846 | $35,183+70.1% | $73,545-18.6% | $70,131-14.7% |
| Participation rate | 22.0% | 42.9%-21.0pp | 54.9%-33.0pp | 69.5%-47.6pp |
| Annual return | 21.43% | 26.90%-5.5pp | -15.16%+36.6pp | 73.14%-51.7pp |
| Employer contribution / active EE | $788 | $709+11.2% | $1,219-35.4% | $2,342-66.4% |
| Participant deferral / active EE | $2,553 | $1,220+109.3% | $1,806+41.4% | $3,332-23.4% |
| Admin fee / account holder | $36 | $2,302-98.4% | $2,320-98.5% | $4,645-99.2% |