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 | $35,766 | $108,172-66.9% | $77,482-53.8% | $158,922-77.5% |
| Participation rate | 57.1% | 64.4%-7.3pp | 54.2%+3.0pp | 82.0%-24.8pp |
| Annual return | 23.63% | 31.67%-8.0pp | 54.79%-31.2pp | 302.83%-279.2pp |
| Employer contribution / active EE | $821 | $1,325-38.0% | $986-16.8% | $4,761-82.8% |
| Participant deferral / active EE | $1,948 | $2,456-20.7% | $1,861+4.7% | $5,982-67.4% |
| Admin fee / account holder | $12 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |