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 | $90,021 | $111,754-19.4% | $103,333-12.9% | $145,922-38.3% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $939 | $4,212-77.7% | $3,868-75.7% | $4,660-79.8% |
| Participant deferral / active EE | $3,908 | $5,619-30.5% | $5,057-22.7% | $6,688-41.6% |
| Admin fee / account holder | $43 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |