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 | $112,658 | $57,016+97.6% | $84,966+32.6% | $80,856+39.3% |
| Participation rate | 18.5% | 56.3%-37.8pp | 67.5%-49.0pp | 67.6%-49.1pp |
| Annual return | 16.68% | 21.66%-5.0pp | 66.38%-49.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $556 | $1,798-69.1% | $2,727-79.6% | $2,755-79.8% |
| Participant deferral / active EE | $1,558 | $3,110-49.9% | $4,519-65.5% | $4,296-63.7% |
| Admin fee / account holder | $20 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |