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 | $74,973 | $114,381-34.5% | $107,525-30.3% | $142,382-47.3% |
| Participation rate | 18.8% | 78.1%-59.4pp | 75.1%-56.3pp | 80.1%-61.4pp |
| Annual return | 17.04% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,249 | $5,564-41.6% | $5,116-36.5% | $6,507-50.1% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |