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 | $64,531 | $53,127+21.5% | $86,590-25.5% | $70,131-8.0% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 13.55% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $664 | $2,068-67.9% | $2,839-76.6% | $2,342-71.6% |
| Participant deferral / active EE | $1,573 | $2,696-41.6% | $3,609-56.4% | $3,332-52.8% |
| Admin fee / account holder | $299 | $3,585-91.6% | $4,906-93.9% | $4,645-93.6% |