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 | $85,601 | $37,426+128.7% | $77,482+10.5% | $79,858+7.2% |
| Participation rate | 11.3% | 41.5%-30.2pp | 54.2%-42.9pp | 69.6%-58.3pp |
| Annual return | 15.06% | 39.70%-24.6pp | 54.79%-39.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $183 | $637-71.3% | $986-81.5% | $2,471-92.6% |
| Participant deferral / active EE | $960 | $1,260-23.8% | $1,861-48.4% | $3,740-74.3% |
| Admin fee / account holder | $79 | $2,504-96.9% | $2,858-97.3% | $5,306-98.5% |