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 | $40,936 | $37,426+9.4% | $77,482-47.2% | $79,858-48.7% |
| Participation rate | 24.0% | 41.5%-17.5pp | 54.2%-30.2pp | 69.6%-45.6pp |
| Annual return | 30.04% | 39.70%-9.7pp | 54.79%-24.7pp | 31.71%-1.7pp |
| Employer contribution / active EE | $372 | $637-41.6% | $986-62.3% | $2,471-85.0% |
| Participant deferral / active EE | $2,119 | $1,260+68.2% | $1,861+13.9% | $3,740-43.3% |
| Admin fee / account holder | $210 | $2,504-91.6% | $2,858-92.7% | $5,306-96.0% |