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 | $97,475 | $48,076+102.8% | $78,689+23.9% | $62,891+55.0% |
| Participation rate | 27.0% | 65.2%-38.2pp | 73.6%-46.5pp | 69.3%-42.3pp |
| Annual return | 14.92% | 31.35%-16.4pp | 62.18%-47.3pp | 20.14%-5.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $826 | $2,588-68.1% | $3,517-76.5% | $3,203-74.2% |
| Admin fee / account holder | $10 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |