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 | $46,828 | $34,308+36.5% | $74,701-37.3% | $72,985-35.8% |
| Participation rate | 22.0% | 42.4%-20.4pp | 54.5%-32.5pp | 69.5%-47.5pp |
| Annual return | 21.23% | 26.58%-5.3pp | 752.92%-731.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $670 | $692-3.1% | $1,084-38.1% | $2,440-72.5% |
| Participant deferral / active EE | $1,135 | $1,271-10.7% | $1,964-42.2% | $3,607-68.5% |
| Admin fee / account holder | $15 | $2,124-99.3% | $3,333-99.5% | $5,124-99.7% |