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 | $62,890 | $53,127+18.4% | $86,590-27.4% | $70,131-10.3% |
| Participation rate | 61.3% | 65.3%-4.0pp | 73.5%-12.3pp | 69.5%-8.3pp |
| Annual return | 15.03% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $636 | $2,068-69.2% | $2,839-77.6% | $2,342-72.8% |
| Participant deferral / active EE | $2,535 | $2,696-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $60 | $3,585-98.3% | $4,906-98.8% | $4,645-98.7% |