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 | $58,060 | $102,966-43.6% | $90,281-35.7% | $152,861-62.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 23.56% | 95.16%-71.6pp | 78.10%-54.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,394 | $3,139-55.6% | $2,854-51.2% | $4,762-70.7% |
| Participant deferral / active EE | $7,767 | $4,281+81.4% | $3,885+99.9% | $5,850+32.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |