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 | $51,060 | $37,426+36.4% | $77,482-34.1% | $79,858-36.1% |
| Participation rate | 21.4% | 41.5%-20.1pp | 54.2%-32.8pp | 69.6%-48.2pp |
| Annual return | 10.46% | 39.70%-29.2pp | 54.79%-44.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $228 | $637-64.1% | $986-76.8% | $2,471-90.8% |
| Participant deferral / active EE | $374 | $1,260-70.3% | $1,861-79.9% | $3,740-90.0% |
| Admin fee / account holder | $3 | $2,504-99.9% | $2,858-99.9% | $5,306-99.9% |