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 | $74,368 | $37,426+98.7% | $77,482-4.0% | $79,858-6.9% |
| Participation rate | 58.9% | 41.5%+17.4pp | 54.2%+4.7pp | 69.6%-10.7pp |
| Annual return | 16.65% | 39.70%-23.0pp | 54.79%-38.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $280 | $637-56.0% | $986-71.6% | $2,471-88.7% |
| Participant deferral / active EE | $1,226 | $1,260-2.7% | $1,861-34.1% | $3,740-67.2% |
| Admin fee / account holder | $188 | $2,504-92.5% | $2,858-93.4% | $5,306-96.5% |