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 | $54,365 | $48,046+13.2% | $84,611-35.7% | $72,985-25.5% |
| Participation rate | 68.0% | 57.6%+10.4pp | 68.2%-0.2pp | 69.5%-1.5pp |
| Annual return | 18.74% | 37.38%-18.6pp | 258.74%-240.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,374 | $1,602-14.2% | $2,652-48.2% | $2,440-43.7% |
| Participant deferral / active EE | $1,986 | $2,680-25.9% | $3,899-49.1% | $3,607-45.0% |
| Admin fee / account holder | $251 | $3,395-92.6% | $4,912-94.9% | $5,124-95.1% |