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 8-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 | $57,499 | $77,896-26.2% | $134,172-57.1% | $82,448-30.3% |
| Participation rate | 48.9% | 62.8%-13.9pp | 72.5%-23.6pp | 68.1%-19.2pp |
| Annual return | 15.60% | 18.21%-2.6pp | 25.30%-9.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $801 | $2,159-62.9% | $3,420-76.6% | $2,551-68.6% |
| Participant deferral / active EE | $2,979 | $3,162-5.8% | $4,690-36.5% | $4,139-28.0% |
| Admin fee / account holder | $242 | $6,336-96.2% | $12,016-98.0% | $7,234-96.6% |