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 | $67,755 | $72,492-6.5% | $87,100-22.2% | $72,985-7.2% |
| Participation rate | 53.7% | 72.8%-19.1pp | 76.9%-23.2pp | 69.5%-15.8pp |
| Annual return | 94.43% | 24.46%+70.0pp | 28.19%+66.2pp | 81.00%+13.4pp |
| Employer contribution / active EE | $568 | $1,894-70.0% | $2,521-77.5% | $2,440-76.7% |
| Participant deferral / active EE | $1,773 | $3,270-45.8% | $4,049-56.2% | $3,607-50.8% |
| Admin fee / account holder | $70 | $5,055-98.6% | $7,497-99.1% | $5,124-98.6% |