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 | $78,796 | $37,426+110.5% | $77,482+1.7% | $79,858-1.3% |
| Participation rate | 17.3% | 41.5%-24.2pp | 54.2%-36.9pp | 69.6%-52.3pp |
| Annual return | 14.01% | 39.70%-25.7pp | 54.79%-40.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $245 | $637-61.5% | $986-75.2% | $2,471-90.1% |
| Participant deferral / active EE | $455 | $1,260-63.9% | $1,861-75.6% | $3,740-87.8% |
| Admin fee / account holder | $82 | $2,504-96.7% | $2,858-97.1% | $5,306-98.5% |