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 | $47,590 | $124,281-61.7% | $109,143-56.4% | $167,490-71.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.60% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,008 | $4,207-28.5% | $3,722-19.2% | $4,837-37.8% |
| Participant deferral / active EE | $7,332 | $5,255+39.5% | $4,653+57.6% | $6,341+15.6% |
| Admin fee / account holder | $189 | $7,970-97.6% | $6,752-97.2% | $12,309-98.5% |