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 | $27,714 | $65,561-57.7% | $86,188-67.8% | $75,163-63.1% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 16.55% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,011 | $1,553-34.9% | $2,380-57.5% | $2,670-62.1% |
| Participant deferral / active EE | $1,677 | $3,024-44.5% | $3,985-57.9% | $4,125-59.3% |
| Admin fee / account holder | $66 | $5,474-98.8% | $6,852-99.0% | $5,651-98.8% |