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 | $94,834 | $85,202+11.3% | $172,739-45.1% | $72,985+29.9% |
| Participation rate | 37.5% | 70.1%-32.6pp | 82.6%-45.1pp | 69.5%-32.0pp |
| Annual return | 16.46% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $562 | $3,324-83.1% | $5,143-89.1% | $2,440-77.0% |
| Participant deferral / active EE | $1,456 | $3,260-55.4% | $5,198-72.0% | $3,607-59.7% |
| Admin fee / account holder | $158 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |