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 | $72,466 | $48,076+50.7% | $78,689-7.9% | $62,891+15.2% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.6%-47.6pp | 69.3%-43.4pp |
| Annual return | 6.42% | 31.35%-24.9pp | 62.18%-55.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $438 | $2,015-78.3% | $2,851-84.6% | $2,281-80.8% |
| Participant deferral / active EE | $881 | $2,588-66.0% | $3,517-75.0% | $3,203-72.5% |
| Admin fee / account holder | $279 | $3,207-91.3% | $4,510-93.8% | $4,296-93.5% |