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 | $60,496 | $52,279+15.7% | $89,391-32.3% | $79,858-24.2% |
| Participation rate | 38.3% | 57.5%-19.3pp | 68.0%-29.7pp | 69.6%-31.4pp |
| Annual return | 18.42% | 22.16%-3.7pp | 245.62%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,120 | $1,572-28.8% | $2,586-56.7% | $2,471-54.7% |
| Participant deferral / active EE | $3,032 | $2,740+10.6% | $3,890-22.1% | $3,740-18.9% |
| Admin fee / account holder | $160 | $3,356-95.2% | $4,881-96.7% | $5,306-97.0% |