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 | $76,721 | $47,848+60.3% | $81,478-5.8% | $70,131+9.4% |
| Participation rate | 4.8% | 58.3%-53.4pp | 68.0%-63.1pp | 69.5%-64.7pp |
| Annual return | 16.64% | 27.25%-10.6pp | 38.78%-22.1pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $774 | $2,453-68.4% | $3,537-78.1% | $3,332-76.8% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |