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 | $46,743 | $35,183+32.9% | $73,545-36.4% | $70,131-33.3% |
| Participation rate | 25.3% | 42.9%-17.6pp | 54.9%-29.6pp | 69.5%-44.2pp |
| Annual return | 20.42% | 26.90%-6.5pp | -15.16%+35.6pp | 73.14%-52.7pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $565 | $1,220-53.7% | $1,806-68.7% | $3,332-83.0% |
| Admin fee / account holder | $25 | $2,302-98.9% | $2,320-98.9% | $4,645-99.5% |