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 | $75,773 | $59,839+26.6% | $81,983-7.6% | $79,858-5.1% |
| Participation rate | 19.0% | 61.6%-42.6pp | 69.2%-50.2pp | 69.6%-50.6pp |
| Annual return | 15.94% | 17.56%-1.6pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $406 | $1,713-76.3% | $2,498-83.8% | $2,471-83.6% |
| Participant deferral / active EE | $1,021 | $2,695-62.1% | $3,722-72.6% | $3,740-72.7% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,664-100.0% | $5,306-100.0% |