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 | $52,651 | $51,638+2.0% | $68,368-23.0% | $82,448-36.1% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 21.55% | 37.53%-16.0pp | 292.57%-271.0pp | 41.64%-20.1pp |
| Employer contribution / active EE | $475 | $2,047-76.8% | $2,649-82.1% | $2,551-81.4% |
| Participant deferral / active EE | $641 | $2,914-78.0% | $4,123-84.5% | $4,139-84.5% |
| Admin fee / account holder | $20 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |