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 | $71,685 | $37,426+91.5% | $77,482-7.5% | $79,858-10.2% |
| Participation rate | 45.2% | 41.5%+3.7pp | 54.2%-9.0pp | 69.6%-24.5pp |
| Annual return | 14.83% | 39.70%-24.9pp | 54.79%-40.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $861 | $637+35.2% | $986-12.7% | $2,471-65.2% |
| Participant deferral / active EE | $1,964 | $1,260+55.9% | $1,861+5.5% | $3,740-47.5% |
| Admin fee / account holder | $84 | $2,504-96.6% | $2,858-97.1% | $5,306-98.4% |