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 | $58,849 | $46,869+25.6% | $122,332-51.9% | $70,131-16.1% |
| Participation rate | 54.3% | 58.2%-3.9pp | 71.6%-17.3pp | 69.5%-15.3pp |
| Annual return | 17.30% | 24.22%-6.9pp | 30.27%-13.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $640 | $1,288-50.3% | $4,050-84.2% | $2,342-72.7% |
| Participant deferral / active EE | $1,365 | $2,166-37.0% | $3,287-58.5% | $3,332-59.0% |
| Admin fee / account holder | $80 | $3,322-97.6% | $5,478-98.5% | $4,645-98.3% |