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 9-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 | $30,045 | $58,851-48.9% | $115,157-73.9% | $72,985-58.8% |
| Participation rate | 26.5% | 65.5%-39.1pp | 75.9%-49.4pp | 69.5%-43.0pp |
| Annual return | 26.90% | 23.16%+3.7pp | 35.60%-8.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $599 | $1,798-66.7% | $3,179-81.2% | $2,440-75.5% |
| Participant deferral / active EE | $2,065 | $2,643-21.9% | $4,168-50.5% | $3,607-42.8% |
| Admin fee / account holder | $14 | $6,370-99.8% | $7,088-99.8% | $5,124-99.7% |