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 | $64,493 | $63,861+1.0% | $104,607-38.3% | $79,858-19.2% |
| Participation rate | 31.7% | 64.9%-33.2pp | 74.1%-42.4pp | 69.6%-37.9pp |
| Annual return | 12.15% | 21.30%-9.1pp | 340.46%-328.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $740 | $1,588-53.4% | $2,681-72.4% | $2,471-70.0% |
| Participant deferral / active EE | $1,514 | $2,693-43.8% | $3,740-59.5% | $3,740-59.5% |
| Admin fee / account holder | $0 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |