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 | $60,328 | $52,279+15.4% | $89,391-32.5% | $79,858-24.5% |
| Participation rate | 61.3% | 57.5%+3.8pp | 68.0%-6.7pp | 69.6%-8.3pp |
| Annual return | 19.59% | 22.16%-2.6pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $976 | $1,572-37.9% | $2,586-62.2% | $2,471-60.5% |
| Participant deferral / active EE | $2,459 | $2,740-10.3% | $3,890-36.8% | $3,740-34.2% |
| Admin fee / account holder | $100 | $3,356-97.0% | $4,881-97.9% | $5,306-98.1% |