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 | $87,021 | $65,365+33.1% | $92,893-6.3% | $72,985+19.2% |
| Participation rate | 41.2% | 68.3%-27.1pp | 76.0%-34.8pp | 69.5%-28.3pp |
| Annual return | 20.22% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $994 | $2,594-61.7% | $3,653-72.8% | $2,440-59.3% |
| Participant deferral / active EE | $3,050 | $3,128-2.5% | $4,236-28.0% | $3,607-15.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |