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 | $67,408 | $58,512+15.2% | $84,015-19.8% | $72,985-7.6% |
| Participation rate | 24.0% | 61.2%-37.2pp | 69.0%-45.0pp | 69.5%-45.5pp |
| Annual return | 17.56% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $675 | $1,163-42.0% | $1,983-66.0% | $2,440-72.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |