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 | $48,448 | $60,349-19.7% | $74,183-34.7% | $62,891-23.0% |
| Participation rate | 37.9% | 72.7%-34.8pp | 76.6%-38.7pp | 69.3%-31.4pp |
| Annual return | 170.38% | 21.37%+149.0pp | 17.74%+152.6pp | 20.14%+150.2pp |
| Employer contribution / active EE | $1,673 | $1,680-0.4% | $2,370-29.4% | $2,281-26.6% |
| Participant deferral / active EE | $3,523 | $2,856+23.4% | $3,550-0.7% | $3,203+10.0% |
| Admin fee / account holder | $137 | $4,261-96.8% | $5,586-97.6% | $4,296-96.8% |