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 6-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 | $34,710 | $114,381-69.7% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 16.59% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $929 | $4,015-76.9% | $3,754-75.3% | $4,299-78.4% |
| Participant deferral / active EE | $5,991 | $5,564+7.7% | $5,116+17.1% | $6,507-7.9% |
| Admin fee / account holder | $156 | $9,860-98.4% | $8,919-98.2% | $12,624-98.8% |