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 | $31,870 | $135,952-76.6% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 15.95% | 56.63%-40.7pp | 47.52%-31.6pp | 41.45%-25.5pp |
| Employer contribution / active EE | $2,526 | $5,170-51.1% | $4,617-45.3% | $4,869-48.1% |
| Participant deferral / active EE | $9,500 | $6,343+49.8% | $5,984+58.8% | $5,287+79.7% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |