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 | $81,179 | $63,346+28.2% | $92,233-12.0% | $70,131+15.8% |
| Participation rate | 35.0% | 68.7%-33.7pp | 76.5%-41.5pp | 69.5%-34.5pp |
| Annual return | 19.20% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $864 | $2,471-65.0% | $3,679-76.5% | $2,342-63.1% |
| Participant deferral / active EE | $2,782 | $2,854-2.5% | $3,897-28.6% | $3,332-16.5% |
| Admin fee / account holder | $20 | $3,840-99.5% | $5,194-99.6% | $4,645-99.6% |