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 5-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 | $40,525 | $74,927-45.9% | $101,794-60.2% | $84,808-52.2% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.2%0pp | 68.3%+0.9pp |
| Annual return | 18.86% | 18.70%+0.2pp | 30.53%-11.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,299 | $1,522-14.6% | $2,289-43.2% | $2,631-50.6% |
| Participant deferral / active EE | $5,976 | $3,099+92.8% | $4,084+46.3% | $4,212+41.9% |
| Admin fee / account holder | $170 | $6,514-97.4% | $8,777-98.1% | $7,344-97.7% |