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 | $74,191 | $62,672+18.4% | $185,117-59.9% | $70,131+5.8% |
| Participation rate | 37.7% | 63.8%-26.0pp | 77.3%-39.5pp | 69.5%-31.8pp |
| Annual return | 19.07% | 40.79%-21.7pp | 40.50%-21.4pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,186 | $1,753-32.4% | $4,182-71.6% | $2,342-49.4% |
| Participant deferral / active EE | $2,704 | $3,272-17.3% | $5,045-46.4% | $3,332-18.8% |
| Admin fee / account holder | $32 | $3,932-99.2% | $8,159-99.6% | $4,645-99.3% |