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 | $115,390 | $100,773+14.5% | $88,946+29.7% | $142,382-19.0% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 17.30% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $730 | $2,918-75.0% | $2,555-71.4% | $4,299-83.0% |
| Participant deferral / active EE | $2,472 | $5,230-52.7% | $4,581-46.1% | $6,507-62.0% |
| Admin fee / account holder | $71 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |