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 | $70,292 | $55,706+26.2% | $75,886-7.4% | $72,985-3.7% |
| Participation rate | 48.5% | 61.1%-12.6pp | 69.3%-20.8pp | 69.5%-21.0pp |
| Annual return | 20.15% | 27.59%-7.4pp | 30.76%-10.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $646 | $1,687-61.7% | $2,500-74.2% | $2,440-73.5% |
| Participant deferral / active EE | $2,585 | $2,634-1.9% | $3,603-28.3% | $3,607-28.3% |
| Admin fee / account holder | $29 | $3,978-99.3% | $5,418-99.5% | $5,124-99.4% |