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 | $78,603 | $53,822+46.0% | $75,696+3.8% | $85,850-8.4% |
| Participation rate | 32.9% | 69.1%-36.2pp | 74.8%-42.0pp | 69.3%-36.4pp |
| Annual return | 16.40% | 24.54%-8.1pp | 104.53%-88.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $486 | $2,017-75.9% | $2,743-82.3% | $2,565-81.1% |
| Participant deferral / active EE | $1,187 | $2,895-59.0% | $3,821-68.9% | $3,952-70.0% |
| Admin fee / account holder | $4 | $3,343-99.9% | $3,619-99.9% | $6,260-99.9% |