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 | $60,121 | $111,754-46.2% | $103,333-41.8% | $145,922-58.8% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 11.13% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,142 | $4,212-49.2% | $3,868-44.6% | $4,660-54.0% |
| Participant deferral / active EE | $7,695 | $5,619+37.0% | $5,057+52.2% | $6,688+15.1% |
| Admin fee / account holder | $297 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |