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 8-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 | $64,163 | $115,770-44.6% | $101,248-36.6% | $158,922-59.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 21.78% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,686 | $4,175-35.6% | $3,660-26.6% | $4,761-43.6% |
| Participant deferral / active EE | $2,686 | $4,957-45.8% | $4,370-38.5% | $5,982-55.1% |
| Admin fee / account holder | $8 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |