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 | $47,794 | $215,361-77.8% | $171,082-72.1% | $273,961-82.6% |
| Participation rate | 47.8% | 82.0%-34.2pp | 76.7%-28.9pp | 83.0%-35.2pp |
| Annual return | 5.44% | 25.14%-19.7pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $963 | $5,543-82.6% | $4,797-79.9% | $5,287-81.8% |
| Admin fee / account holder | $171 | $10,846-98.4% | $8,520-98.0% | $10,132-98.3% |