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 | $70,356 | $37,426+88.0% | $77,482-9.2% | $79,858-11.9% |
| Participation rate | 21.6% | 41.5%-19.9pp | 54.2%-32.6pp | 69.6%-48.0pp |
| Annual return | 12.67% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.0pp |
| Employer contribution / active EE | $115 | $637-81.9% | $986-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $658 | $1,260-47.8% | $1,861-64.7% | $3,740-82.4% |
| Admin fee / account holder | $180 | $2,504-92.8% | $2,858-93.7% | $5,306-96.6% |