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 | $58,623 | $57,354+2.2% | $83,848-30.1% | $64,186-8.7% |
| Participation rate | 21.9% | 68.6%-46.7pp | 76.1%-54.2pp | 69.6%-47.7pp |
| Annual return | 8.01% | 11.38%-3.4pp | 850.88%-842.9pp | 7.63%+0.4pp |
| Employer contribution / active EE | $4,495 | $2,545+76.6% | $3,631+23.8% | $2,381+88.8% |
| Participant deferral / active EE | $2,359 | $2,993-21.2% | $4,082-42.2% | $3,470-32.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |