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 | $64,906 | $48,335+34.3% | $121,098-46.4% | $71,457-9.2% |
| Participation rate | 26.7% | 54.3%-27.5pp | 69.5%-42.8pp | 67.9%-41.2pp |
| Annual return | 20.36% | 23.32%-3.0pp | 985.75%-965.4pp | 28.85%-8.5pp |
| Employer contribution / active EE | $651 | $1,489-56.3% | $4,164-84.4% | $2,588-74.8% |
| Participant deferral / active EE | $2,060 | $2,754-25.2% | $4,080-49.5% | $4,289-52.0% |
| Admin fee / account holder | $218 | $1,841-88.2% | $5,644-96.1% | $1,587-86.3% |