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 | $65,725 | $56,897+15.5% | $84,750-22.4% | $62,891+4.5% |
| Participation rate | 29.3% | 68.5%-39.3pp | 76.6%-47.3pp | 69.3%-40.0pp |
| Annual return | 9.42% | 6.30%+3.1pp | 22.78%-13.4pp | 20.14%-10.7pp |
| Employer contribution / active EE | $776 | $2,400-67.7% | $3,574-78.3% | $2,281-66.0% |
| Participant deferral / active EE | $1,154 | $2,709-57.4% | $3,712-68.9% | $3,203-64.0% |
| Admin fee / account holder | $2 | $3,581-99.9% | $5,332-100.0% | $4,296-99.9% |