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 | $53,798 | $104,251-48.4% | $91,001-40.9% | $147,584-63.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 19.35% | 27.06%-7.7pp | 4.60%+14.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $5,028 | $3,116+61.4% | $2,456+104.7% | $4,876+3.1% |
| Participant deferral / active EE | $7,306 | $4,195+74.2% | $3,547+106.0% | $5,439+34.3% |
| Admin fee / account holder | $67 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |