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 | $55,439 | $77,899-28.8% | $149,673-63.0% | $75,163-26.2% |
| Participation rate | 55.9% | 65.6%-9.7pp | 78.8%-22.9pp | 67.2%-11.3pp |
| Annual return | 17.93% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,253 | $3,137-60.1% | $4,818-74.0% | $2,670-53.1% |
| Participant deferral / active EE | $4,173 | $3,411+22.3% | $5,680-26.5% | $4,125+1.2% |
| Admin fee / account holder | $231 | $5,956-96.1% | $13,210-98.3% | $5,651-95.9% |