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 | $89,613 | $53,516+67.5% | $126,539-29.2% | $84,808+5.7% |
| Participation rate | 23.3% | 58.2%-34.9pp | 69.8%-46.5pp | 68.3%-45.0pp |
| Annual return | 20.08% | 58.34%-38.3pp | 425.95%-405.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $978 | $2,671-63.4% | $4,083-76.1% | $4,212-76.8% |
| Admin fee / account holder | $28 | $4,497-99.4% | $6,065-99.5% | $7,344-99.6% |