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 7-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 | $55,051 | $101,069-45.5% | $81,478-32.4% | $147,584-62.7% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 20.10% | 32.40%-12.3pp | 38.78%-18.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $624 | $3,205-80.5% | $2,568-75.7% | $4,876-87.2% |
| Participant deferral / active EE | $3,120 | $4,242-26.4% | $3,537-11.8% | $5,439-42.6% |
| Admin fee / account holder | $11 | $5,812-99.8% | $4,561-99.8% | $10,885-99.9% |