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 | $81,747 | $63,346+29.0% | $92,233-11.4% | $70,131+16.6% |
| Participation rate | 39.2% | 68.7%-29.5pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 20.07% | 530.12%-510.0pp | 176.28%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,827 | $2,471+54.9% | $3,679+4.0% | $2,342+63.4% |
| Participant deferral / active EE | $1,637 | $2,854-42.6% | $3,897-58.0% | $3,332-50.9% |
| Admin fee / account holder | $214 | $3,840-94.4% | $5,194-95.9% | $4,645-95.4% |