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 | $70,906 | $60,349+17.5% | $74,183-4.4% | $62,891+12.7% |
| Participation rate | 24.6% | 72.7%-48.1pp | 76.6%-52.0pp | 69.3%-44.7pp |
| Annual return | 5.92% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $616 | $1,680-63.3% | $2,370-74.0% | $2,281-73.0% |
| Participant deferral / active EE | $1,607 | $2,856-43.7% | $3,550-54.7% | $3,203-49.8% |
| Admin fee / account holder | $52 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |