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 | $110,949 | $95,266+16.5% | $82,389+34.7% | $142,382-22.1% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.5%-32.0pp | 80.1%-42.6pp |
| Annual return | 22.16% | 25.74%-3.6pp | 28.67%-6.5pp | 217.08%-194.9pp |
| Employer contribution / active EE | $810 | $2,991-72.9% | $2,517-67.8% | $4,299-81.2% |
| Participant deferral / active EE | $1,744 | $4,809-63.7% | $4,155-58.0% | $6,507-73.2% |
| Admin fee / account holder | $40 | $8,563-99.5% | $7,231-99.4% | $12,624-99.7% |