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 | $64,184 | $53,127+20.8% | $86,590-25.9% | $70,131-8.5% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 17.19% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $824 | $2,068-60.1% | $2,839-71.0% | $2,342-64.8% |
| Participant deferral / active EE | $1,069 | $2,696-60.3% | $3,609-70.4% | $3,332-67.9% |
| Admin fee / account holder | $5 | $3,585-99.8% | $4,906-99.9% | $4,645-99.9% |