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 6-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 | $35,756 | $81,233-56.0% | $155,567-77.0% | $80,874-55.8% |
| Participation rate | 38.2% | 66.2%-28.0pp | 78.2%-40.0pp | 67.6%-29.4pp |
| Annual return | 13.34% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $986 | $3,101-68.2% | $4,674-78.9% | $2,756-64.2% |
| Participant deferral / active EE | $1,568 | $3,452-54.6% | $5,628-72.1% | $4,297-63.5% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |