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 | $51,436 | $46,869+9.7% | $122,332-58.0% | $70,131-26.7% |
| Participation rate | 18.9% | 58.2%-39.3pp | 71.6%-52.8pp | 69.5%-50.7pp |
| Annual return | 27.55% | 24.22%+3.3pp | 30.27%-2.7pp | 73.14%-45.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $929 | $2,166-57.1% | $3,287-71.7% | $3,332-72.1% |
| Admin fee / account holder | $162 | $3,322-95.1% | $5,478-97.0% | $4,645-96.5% |