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 | $64,853 | $115,770-44.0% | $101,248-35.9% | $158,922-59.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 18.68% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $969 | $4,175-76.8% | $3,660-73.5% | $4,761-79.6% |
| Participant deferral / active EE | $1,540 | $4,957-68.9% | $4,370-64.8% | $5,982-74.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |