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 | $80,839 | $86,929-7.0% | $102,423-21.1% | $80,8560% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 12.22% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,281 | $2,369-45.9% | $3,023-57.6% | $2,755-53.5% |
| Participant deferral / active EE | $2,302 | $4,118-44.1% | $5,053-54.4% | $4,296-46.4% |
| Admin fee / account holder | $12 | $8,049-99.9% | $9,451-99.9% | $6,918-99.8% |