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 | $68,898 | $49,227+40.0% | $70,449-2.2% | $79,858-13.7% |
| Participation rate | 28.9% | 69.2%-40.2pp | 75.1%-46.1pp | 69.6%-40.7pp |
| Annual return | 18.14% | 30.06%-11.9pp | 109.03%-90.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $417 | $2,099-80.1% | $2,737-84.7% | $2,471-83.1% |
| Participant deferral / active EE | $968 | $2,768-65.0% | $3,709-73.9% | $3,740-74.1% |
| Admin fee / account holder | $27 | $2,878-99.0% | $3,845-99.3% | $5,306-99.5% |