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 | $56,446 | $37,426+50.8% | $77,482-27.1% | $79,858-29.3% |
| Participation rate | 6.8% | 41.5%-34.7pp | 54.2%-47.4pp | 69.6%-62.8pp |
| Annual return | 19.41% | 39.70%-20.3pp | 54.79%-35.4pp | 31.71%-12.3pp |
| Employer contribution / active EE | $187 | $637-70.6% | $986-81.1% | $2,471-92.4% |
| Participant deferral / active EE | $704 | $1,260-44.1% | $1,861-62.2% | $3,740-81.2% |
| Admin fee / account holder | $20 | $2,504-99.2% | $2,858-99.3% | $5,306-99.6% |