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 | $82,660 | $52,279+58.1% | $89,391-7.5% | $79,858+3.5% |
| Participation rate | 6.9% | 57.5%-50.6pp | 68.0%-61.1pp | 69.6%-62.7pp |
| Annual return | 19.97% | 22.16%-2.2pp | 245.62%-225.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $430 | $1,572-72.6% | $2,586-83.4% | $2,471-82.6% |
| Participant deferral / active EE | $1,292 | $2,740-52.9% | $3,890-66.8% | $3,740-65.5% |
| Admin fee / account holder | $251 | $3,356-92.5% | $4,881-94.9% | $5,306-95.3% |