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 8-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 | $70,775 | $54,541+29.8% | $78,778-10.2% | $70,131+0.9% |
| Participation rate | 61.2% | 60.8%+0.4pp | 69.2%-8.0pp | 69.5%-8.3pp |
| Annual return | 14.00% | 21.07%-7.1pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,230 | $1,089+104.9% | $1,986+12.3% | $2,342-4.8% |
| Participant deferral / active EE | $3,697 | $2,210+67.3% | $2,958+25.0% | $3,332+11.0% |
| Admin fee / account holder | $25 | $3,709-99.3% | $5,134-99.5% | $4,645-99.5% |