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 | $85,688 | $48,364+77.2% | $71,796+19.3% | $62,891+36.2% |
| Participation rate | 35.7% | 60.6%-24.9pp | 69.1%-33.4pp | 69.3%-33.6pp |
| Annual return | 8.50% | 13.16%-4.7pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $499 | $1,042-52.1% | $1,924-74.1% | $2,281-78.1% |
| Participant deferral / active EE | $1,916 | $2,091-8.4% | $2,794-31.4% | $3,203-40.2% |
| Admin fee / account holder | $156 | $3,771-95.9% | $4,815-96.8% | $4,296-96.4% |