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 | $58,532 | $70,475-16.9% | $100,516-41.8% | $79,858-26.7% |
| Participation rate | 32.0% | 73.7%-41.7pp | 79.4%-47.4pp | 69.6%-37.6pp |
| Annual return | 25.86% | 21.90%+4.0pp | 30.89%-5.0pp | 31.71%-5.9pp |
| Employer contribution / active EE | $578 | $2,165-73.3% | $3,418-83.1% | $2,471-76.6% |
| Participant deferral / active EE | $5,653 | $5,181+9.1% | $6,270-9.8% | $3,740+51.1% |
| Admin fee / account holder | $36 | $4,478-99.2% | $8,081-99.6% | $5,306-99.3% |