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 | $51,857 | $39,162+32.4% | $100,671-48.5% | $59,632-13.0% |
| Participation rate | 63.6% | 55.9%+7.8pp | 70.7%-7.1pp | 68.7%-5.0pp |
| Annual return | 3.52% | 21.07%-17.6pp | 20.43%-16.9pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $1,269 | $1,151+10.3% | $4,012-68.4% | $2,203-42.4% |
| Participant deferral / active EE | $1,980 | $1,992-0.6% | $3,144-37.0% | $3,192-38.0% |
| Admin fee / account holder | $46 | $2,969-98.5% | $4,850-99.1% | $4,297-98.9% |