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 | $78,253 | $107,452-27.2% | $91,541-14.5% | $142,382-45.0% |
| Participation rate | 27.3% | 75.1%-47.8pp | 69.8%-42.5pp | 80.1%-52.8pp |
| Annual return | 16.67% | 22.06%-5.4pp | 20.50%-3.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $279 | $2,994-90.7% | $2,505-88.8% | $4,299-93.5% |
| Participant deferral / active EE | $933 | $4,754-80.4% | $4,008-76.7% | $6,507-85.7% |
| Admin fee / account holder | $35 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |