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 7-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 | $29,029 | $64,890-55.3% | $134,172-78.4% | $67,986-57.3% |
| Participation rate | 30.2% | 48.5%-18.3pp | 72.5%-42.2pp | 57.2%-27.0pp |
| Annual return | 17.89% | 16.12%+1.8pp | 25.30%-7.4pp | 31.67%-13.8pp |
| Employer contribution / active EE | $949 | $1,360-30.2% | $3,420-72.3% | $2,019-53.0% |
| Participant deferral / active EE | $1,450 | $2,289-36.6% | $4,690-69.1% | $3,358-56.8% |
| Admin fee / account holder | $289 | $3,140-90.8% | $12,016-97.6% | $3,203-91.0% |