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 | $55,182 | $81,460-32.3% | $103,333-46.6% | $80,856-31.8% |
| Participation rate | 48.1% | 66.8%-18.7pp | 74.5%-26.4pp | 67.6%-19.5pp |
| Annual return | 16.33% | 25.55%-9.2pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,906 | $3,105-38.6% | $3,868-50.7% | $2,755-30.8% |
| Participant deferral / active EE | $3,010 | $3,869-22.2% | $5,057-40.5% | $4,296-29.9% |
| Admin fee / account holder | $262 | $6,566-96.0% | $8,355-96.9% | $6,918-96.2% |