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 | $73,984 | $89,652-17.5% | $141,162-47.6% | $65,185+13.5% |
| Participation rate | 48.7% | 74.7%-26.0pp | 82.5%-33.8pp | 70.2%-21.5pp |
| Annual return | 26.49% | 32.79%-6.3pp | 71.39%-44.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,673 | $5,691-0.3% | $6,709-15.4% | $3,514+61.4% |
| Admin fee / account holder | $275 | $569-51.6% | $10,261-97.3% | $847-67.5% |