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 7-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 | $56,582 | $108,172-47.7% | $77,482-27.0% | $158,922-64.4% |
| Participation rate | 27.3% | 64.4%-37.2pp | 54.2%-26.9pp | 82.0%-54.7pp |
| Annual return | 20.14% | 31.67%-11.5pp | 54.79%-34.6pp | 302.83%-282.7pp |
| Employer contribution / active EE | $312 | $1,325-76.5% | $986-68.4% | $4,761-93.5% |
| Participant deferral / active EE | $2,094 | $2,456-14.7% | $1,861+12.5% | $5,982-65.0% |
| Admin fee / account holder | $77 | $3,708-97.9% | $2,858-97.3% | $11,246-99.3% |