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 | $50,809 | $78,520-35.3% | $96,576-47.4% | $82,448-38.4% |
| Participation rate | 58.3% | 77.7%-19.4pp | 81.4%-23.1pp | 68.1%-9.7pp |
| Annual return | 21.99% | 41.30%-19.3pp | 38.47%-16.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,942 | $6,754+17.6% | $7,956-0.2% | $4,139+91.9% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |