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 | $66,820 | $110,257-39.4% | $96,544-30.8% | $139,434-52.1% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 22.42% | 26.32%-3.9pp | 25.84%-3.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,245 | $3,620-65.6% | $2,965-58.0% | $4,751-73.8% |
| Participant deferral / active EE | $2,045 | $5,548-63.1% | $4,851-57.8% | $6,710-69.5% |
| Admin fee / account holder | $15 | $11,591-99.9% | $8,252-99.8% | $11,403-99.9% |