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 | $67,573 | $58,523+15.5% | $99,443-32.0% | $72,985-7.4% |
| Participation rate | 36.0% | 64.6%-28.6pp | 73.8%-37.8pp | 69.5%-33.5pp |
| Annual return | 20.85% | 28.51%-7.7pp | 30.72%-9.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,259 | $1,512-16.7% | $2,540-50.4% | $2,440-48.4% |
| Participant deferral / active EE | $3,052 | $2,606+17.1% | $3,619-15.7% | $3,607-15.4% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,250-100.0% | $5,124-100.0% |