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 | $67,680 | $52,279+29.5% | $89,391-24.3% | $79,858-15.3% |
| Participation rate | 18.4% | 57.5%-39.1pp | 68.0%-49.6pp | 69.6%-51.2pp |
| Annual return | 17.84% | 22.16%-4.3pp | 245.62%-227.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $809 | $1,572-48.5% | $2,586-68.7% | $2,471-67.2% |
| Participant deferral / active EE | $2,485 | $2,740-9.3% | $3,890-36.1% | $3,740-33.6% |
| Admin fee / account holder | $13 | $3,356-99.6% | $4,881-99.7% | $5,306-99.8% |