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 | $31,139 | $157,256-80.2% | $141,162-77.9% | $152,861-79.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 21.05% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,068 | $5,261-79.7% | $4,735-77.4% | $4,762-77.6% |
| Participant deferral / active EE | $4,806 | $7,109-32.4% | $6,709-28.4% | $5,850-17.8% |
| Admin fee / account holder | $113 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |