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 | $93,190 | $99,652-6.5% | $78,778+18.3% | $147,584-36.9% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 22.66% | 47.28%-24.6pp | 35.62%-13.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $842 | $2,796-69.9% | $1,986-57.6% | $4,876-82.7% |
| Participant deferral / active EE | $1,853 | $3,664-49.4% | $2,958-37.4% | $5,439-65.9% |
| Admin fee / account holder | $184 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |