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 6-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 | $82,007 | $117,983-30.5% | $101,794-19.4% | $142,382-42.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 18.88% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $653 | $2,773-76.4% | $2,289-71.5% | $4,299-84.8% |
| Participant deferral / active EE | $9,556 | $4,714+102.7% | $4,084+134.0% | $6,507+46.8% |
| Admin fee / account holder | $191 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |