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 | $50,695 | $110,257-54.0% | $96,544-47.5% | $139,434-63.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 15.54% | 26.32%-10.8pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $866 | $3,620-76.1% | $2,965-70.8% | $4,751-81.8% |
| Participant deferral / active EE | $3,111 | $5,548-43.9% | $4,851-35.9% | $6,710-53.6% |
| Admin fee / account holder | $40 | $11,591-99.7% | $8,252-99.5% | $11,403-99.6% |