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 | $33,543 | $72,277-53.6% | $101,248-66.9% | $79,858-58.0% |
| Participation rate | 54.8% | 68.5%-13.6pp | 75.8%-21.0pp | 69.6%-14.8pp |
| Annual return | 45.85% | 22.30%+23.6pp | 46.47%-0.6pp | 31.71%+14.1pp |
| Employer contribution / active EE | $1,384 | $2,692-48.6% | $3,660-62.2% | $2,471-44.0% |
| Participant deferral / active EE | $4,369 | $3,282+33.1% | $4,3700% | $3,740+16.8% |
| Admin fee / account holder | $25 | $4,400-99.4% | $5,945-99.6% | $5,306-99.5% |