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 | $53,209 | $103,376-48.5% | $87,100-38.9% | $152,861-65.2% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.9%-36.9pp | 82.4%-42.4pp |
| Annual return | 27.72% | 28.10%-0.4pp | 28.19%-0.5pp | 345.32%-317.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,200 | $4,778+8.8% | $4,049+28.4% | $5,850-11.1% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |