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 | $56,033 | $80,968-30.8% | $96,544-42.0% | $75,163-25.5% |
| Participation rate | 24.6% | 71.8%-47.2pp | 76.0%-51.4pp | 67.2%-42.6pp |
| Annual return | 15.03% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,181 | $2,282+39.4% | $2,965+7.3% | $2,670+19.2% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $259 | $6,724-96.1% | $8,252-96.9% | $5,651-95.4% |