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 | $66,676 | $34,308+94.3% | $74,701-10.7% | $72,985-8.6% |
| Participation rate | 29.1% | 42.4%-13.3pp | 54.5%-25.4pp | 69.5%-40.4pp |
| Annual return | 26.64% | 26.58%+0.1pp | 752.92%-726.3pp | 81.00%-54.4pp |
| Employer contribution / active EE | $474 | $692-31.5% | $1,084-56.3% | $2,440-80.6% |
| Participant deferral / active EE | $1,161 | $1,271-8.7% | $1,964-40.9% | $3,607-67.8% |
| Admin fee / account holder | $158 | $2,124-92.6% | $3,333-95.3% | $5,124-96.9% |