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 | $63,223 | $88,672-28.7% | $105,223-39.9% | $82,448-23.3% |
| Participation rate | 45.5% | 67.9%-22.5pp | 75.0%-29.6pp | 68.1%-22.6pp |
| Annual return | 18.04% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $952 | $3,048-68.8% | $3,689-74.2% | $2,551-62.7% |
| Participant deferral / active EE | $1,833 | $4,036-54.6% | $5,072-63.8% | $4,139-55.7% |
| Admin fee / account holder | $10 | $7,146-99.9% | $8,859-99.9% | $7,234-99.9% |